Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Sar Wealth Management Group, LLC
- $142 Billion
- Q2 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 137,535 shares of SCHD stock, worth $11.6 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
137,535
Previous 6,084
2160.6%
Holding current value
$11.6 Million
Previous $491 Million
2080.26%
% of portfolio
7.51%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio