Vermillion & White Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Vermillion & White Wealth Management Group, LLC
- $133 Billion
- Q2 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 $63,228. This represents 0.04% of its overall portfolio holdings.
Number of Shares
748
Previous 748
-0.0%
Holding current value
$63,228
Previous $60.3 Million
3.56%
% of portfolio
0.04%
Previous 0.05%
Shares
1 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio