Family Investment Center, Inc. Schwab Strategic Tr Us Dividen Transaction History
Family Investment Center, Inc.
- $358 Million
- Q4 2024
A detailed history of Family Investment Center, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Investment Center, Inc. holds 242,663 shares of SCHD stock, worth $6.75 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
242,663
Previous 80,546
201.27%
Holding current value
$6.75 Million
Previous $6.81 Million
2.63%
% of portfolio
1.85%
Previous 1.88%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio