Strategic Financial Concepts, LLC Schwab Strategic Tr Us Dividen Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,114,560 shares of SCHD stock, worth $264 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
3,114,560
Previous 58,109
5259.86%
Holding current value
$264 Million
Previous $4.69 Billion
63.65%
% of portfolio
0.99%
Previous 1.13%
Shares
6 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