Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Semus Wealth Partners LLC
- $130 Billion
- Q2 2024
A detailed history of Semus Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Semus Wealth Partners LLC holds 18,077 shares of SCHD stock, worth $1.52 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
18,077
Previous 21,394
15.5%
Holding current value
$1.52 Million
Previous $1.73 Billion
18.51%
% of portfolio
1.09%
Previous 1.45%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio