Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Boulder Wealth Advisors, LLC
- $112 Million
- Q4 2022
A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 94,802 shares of SCHD stock, worth $2.72 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
94,802Holding current value
$2.72 Million% of portfolio
6.41%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio