Vermillion & White Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Vermillion & White Wealth Management Group, LLC
- $135 Billion
- Q3 2024
A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 748 shares of SCHD stock, worth $20,936. This represents 0.05% of its overall portfolio holdings.
Number of Shares
748
Previous 748
-0.0%
Holding current value
$20,936
Previous $58.2 Million
8.71%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio