Olympus Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Olympus Wealth Management, LLC
- $320 Billion
- Q2 2024
A detailed history of Olympus Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olympus Wealth Management, LLC holds 430,092 shares of SCHD stock, worth $35.3 Million. This represents 10.46% of its overall portfolio holdings.
Number of Shares
430,092
Previous 237,933
80.76%
Holding current value
$35.3 Million
Previous $19.2 Billion
74.33%
% of portfolio
10.46%
Previous 11.37%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio