True Wealth Design, LLC Schwab Strategic Tr Us Dividen Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Wealth Design, LLC holds 524 shares of SCHD stock, worth $40,395. This represents 0.01% of its overall portfolio holdings.
Number of Shares
524
Previous 522
0.38%
Holding current value
$40,395
Previous $39.8 Million
6.18%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,644Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 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