Able Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Able Wealth Management LLC holds 1 shares of SCHD stock, worth $83. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$83% of portfolio
0.0%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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio