Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olistico Wealth, LLC holds 370 shares of SCHD stock, worth $10,097. This represents 0.02% of its overall portfolio holdings.
Number of Shares
370
Previous 366
1.09%
Holding current value
$10,097
Previous $28.5 Million
10.04%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio