Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savvy Advisors, Inc. holds 19,359 shares of SCHD stock, worth $533,534. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,359
Previous 17,347
11.6%
Holding current value
$533,534
Previous $1.35 Billion
21.31%
% of portfolio
0.33%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio