Fairman Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Fairman Group, LLC
- $98.4 Billion
- Q2 2024
A detailed history of Fairman Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairman Group, LLC holds 7 shares of SCHD stock, worth $574. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$574
Previous $554,000
2.53%
% of portfolio
0.0%
Previous 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$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio