Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Asset Management, LLC holds 182 shares of SCHD stock, worth $4,782. This represents 0.01% of its overall portfolio holdings.
Number of Shares
182
Previous 604
69.87%
Holding current value
$4,782
Previous $47 Million
67.18%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$868 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$847 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$777 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$772 Million0.06% of portfolio