Cm Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,961 shares of SCHD stock, worth $419,948. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,961
Previous 5,767
13.98%
Holding current value
$419,948
Previous $464,000
17.03%
% of portfolio
0.18%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio