Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abound Wealth Management holds 1,515 shares of SCHD stock, worth $44,737. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,515
Previous 2,282
33.61%
Holding current value
$44,737
Previous $177 Million
27.82%
% of portfolio
0.04%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$341 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$273 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$264 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$251 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$219 Million0.05% of portfolio