Walker Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Walker Financial Services, Inc.
- $122 Billion
- Q1 2024
A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Walker Financial Services, Inc. holds 324,280 shares of SCHD stock, worth $25 Million. This represents 21.48% of its overall portfolio holdings.
Number of Shares
324,280
Previous 297,474
9.01%
Holding current value
$25 Million
Previous $22.6 Billion
15.45%
% of portfolio
21.48%
Previous 23.42%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio