Jpl Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 21,274 shares of SCHD stock, worth $1.8 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
21,274
Previous 16,458
29.26%
Holding current value
$1.8 Million
Previous $1.33 Billion
24.66%
% of portfolio
0.81%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall 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