Strategic Financial Concepts, LLC Schwab Strategic Tr Us Dividen Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 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 37,862 shares of SCHD stock, worth $1.1 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
37,862
Previous 3,114,560
98.78%
Holding current value
$1.1 Million
Previous $1.7 Billion
87.91%
% of portfolio
1.02%
Previous 0.99%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$221 Million0.05% of portfolio