Fortitude Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Fortitude Family Office, LLC
- $280 Billion
- Q4 2024
A detailed history of Fortitude Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fortitude Family Office, LLC holds 2,985 shares of SCHD stock, worth $84,953. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,985
Previous 1,575
89.52%
Holding current value
$84,953
Previous $133 Million
38.75%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio