Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Aspen Wealth Strategies, LLC
- $144 Billion
- Q2 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 21,739 shares of SCHD stock, worth $1.84 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
21,739
Previous 22,228
2.2%
Holding current value
$1.84 Million
Previous $1.79 Billion
0.15%
% of portfolio
1.24%
Previous 1.24%
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