Meridian Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Meridian Financial, LLC
- $150 Billion
- Q3 2024
A detailed history of Meridian Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Financial, LLC holds 121,207 shares of SCHD stock, worth $3.52 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
121,207
Previous 119,718
1.24%
Holding current value
$3.52 Million
Previous $9.31 Billion
10.06%
% of portfolio
6.84%
Previous 6.74%
Shares
12 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