Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Flagship Wealth Advisors, LLC
- $170 Billion
- Q4 2024
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 $6.05 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
221,584Holding current value
$6.05 Million% of portfolio
3.56%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio