Financial Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Financial Partners Group, LLC
- $258 Billion
- Q2 2024
A detailed history of Financial Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Partners Group, LLC holds 8,648 shares of SCHD stock, worth $732,053. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,648
Previous 8,652
0.05%
Holding current value
$732,053
Previous $698 Million
3.6%
% of portfolio
0.26%
Previous 0.27%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares 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