Worth Financial Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 41,885 shares of SCHD stock, worth $3.55 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
41,885
Previous 40,390
3.7%
Holding current value
$3.55 Million
Previous $3.26 Billion
0.01%
% of portfolio
2.14%
Previous 2.26%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio