Tfb Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Tfb Advisors LLC
- $304 Million
- Q2 2024
A detailed history of Tfb Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tfb Advisors LLC holds 4,570 shares of SCHD stock, worth $386,256. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,570
Previous 4,171
9.57%
Holding current value
$386,256
Previous $336,000
5.65%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio