Icon Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,549 shares of SCHD stock, worth $120,620. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,549
Previous 1,549
-0.0%
Holding current value
$120,620
Previous $117,000
5.98%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,649Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$844 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$757 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$712 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$561 Million0.06% of portfolio