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 $6.78 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
242,663
Previous 80,546
201.27%
Holding current value
$6.78 Million
Previous $6.81 Million
2.63%
% of portfolio
1.85%
Previous 1.88%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio