Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 13,502 shares of SCHD stock, worth $377,920. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,502
Previous 13,502
-0.0%
Holding current value
$377,920
Previous $368,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
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$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio