Wetzel Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 733 shares of SCHD stock, worth $61,953. This represents 0.03% of its overall portfolio holdings.
Number of Shares
733
Previous 733
-0.0%
Holding current value
$61,953
Previous $59,000
5.08%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio