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 $337,564. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,861
Previous 3,388
250.09%
Holding current value
$337,564
Previous $286,000
13.29%
% of portfolio
0.08%
Previous 0.08%
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