Blue Stem Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 67,774 shares of SCHD stock, worth $1.89 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
67,774Holding current value
$1.89 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio