Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,188 shares of SCHD stock, worth $269,864. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,188
Previous 3,133
1.76%
Holding current value
$269,864
Previous $244 Million
10.61%
% of portfolio
0.03%
Previous 0.03%
Shares
10 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