Mbl Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Mbl Wealth, LLC
- $833 Million
- Q2 2024
A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mbl Wealth, LLC holds 4,488 shares of SCHD stock, worth $378,158. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,488Holding current value
$378,158% of portfolio
0.04%Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio