Wellington Wealth Strategies, Llc. Schwab Strategic Tr Us Dividen Transaction History

Wellington Wealth Strategies, Llc.

$23.8 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $1.97 Million - $2.11 Million	26,140 New	26,140 $2.11 Billion

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

274M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$946 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$861 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$785 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$757 Million
15.07% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$700 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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