Dominguez Wealth Management Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History
Dominguez Wealth Management Solutions, Inc.
- $138 Billion
- Q3 2024
A detailed history of Dominguez Wealth Management Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dominguez Wealth Management Solutions, Inc. holds 7,913 shares of SCHD stock, worth $668,885. This represents 0.48% of its overall portfolio holdings.
Number of Shares
7,913
Previous 7,859
0.69%
Holding current value
$668,885
Previous $611 Million
9.46%
% of portfolio
0.48%
Previous 0.46%
Shares
7 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