Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,348 shares of SCHD stock, worth $39,186. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,348
Previous 50
2596.0%
Holding current value
$39,186
Previous $3,000
3666.67%
% of portfolio
0.03%
Previous 0.0%
Shares
8 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
-
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
-
Bank Of America Corp Charlotte, NC7.59MShares$221 Million0.05% of portfolio