Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 13,069 shares of SCHD stock, worth $1.01 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
13,069
Previous 12,871
1.54%
Holding current value
$1.01 Million
Previous $980 Million
7.54%
% of portfolio
0.92%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio