Verum Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Verum Partners LLC
- $347 Billion
- Q4 2024
A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verum Partners LLC holds 65,762 shares of SCHD stock, worth $1.84 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
65,762
Previous 22,116
197.35%
Holding current value
$1.84 Million
Previous $1.87 Billion
3.9%
% of portfolio
0.52%
Previous 0.55%
Shares
6 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