Empire Financial Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Empire Financial Management Company, LLC
- $325 Billion
- Q3 2024
A detailed history of Empire Financial Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 2,722 shares of SCHD stock, worth $75,753. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,722
Previous 2,792
2.51%
Holding current value
$75,753
Previous $217 Million
5.98%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio