Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Abound Wealth Management
- $312 Billion
- Q4 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 4,627 shares of SCHD stock, worth $126,270. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,627
Previous 1,515
205.41%
Holding current value
$126,270
Previous $128 Million
1.31%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,946Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio