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 $5,212. This represents 0.01% of its overall portfolio holdings.
Number of Shares
182
Previous 604
69.87%
Holding current value
$5,212
Previous $47 Million
67.18%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio