Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Strategic Financial Partners, Ltd.
- $195 Million
- Q3 2024
A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 3,268 shares of SCHD stock, worth $95,000. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,268
Previous 3,205
1.97%
Holding current value
$95,000
Previous $249,000
10.84%
% of portfolio
0.14%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio