Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 19,846 shares of SCHD stock, worth $550,726. This represents 0.57% of its overall portfolio holdings.
Number of Shares
19,846
Previous 6,597
200.83%
Holding current value
$550,726
Previous $558 Million
2.76%
% of portfolio
0.57%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio