Summit Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,730 shares of SCHD stock, worth $1.58 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,730
Previous 19,691
4.88%
Holding current value
$1.58 Million
Previous $1.59 Billion
8.27%
% of portfolio
0.3%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio