Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Flagship Wealth Advisors, LLC
- $170 Billion
- Q1 2025
A detailed history of Flagship Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 221,584 shares of SCHD stock, worth $5.72 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
221,584
Previous 221,584
-0.0%
Holding current value
$5.72 Million
Previous $6.05 Billion
-0.0%
% of portfolio
3.56%
Previous 3.56%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
840MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio