Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Aa Financial Advisors, LLC
- $345 Billion
- Q3 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 5,614 shares of SCHD stock, worth $165,332. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,614
Previous 4,451
26.13%
Holding current value
$165,332
Previous $346 Million
37.11%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$340 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$272 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$263 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio