Traphagen Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 28,711 shares of SCHD stock, worth $805,343. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,711
Previous 12,974
121.3%
Holding current value
$805,343
Previous $1.1 Million
28.47%
% of portfolio
0.09%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio