Drive Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Drive Wealth Management, LLC holds 11,861 shares of SCHD stock, worth $332,226. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,861
Previous 3,388
250.09%
Holding current value
$332,226
Previous $286,000
13.29%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio