Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $139 Billion
- Q3 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 6,597 shares of SCHD stock, worth $194,809. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,597Holding current value
$194,809% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$341 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$273 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$264 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$251 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$219 Million0.05% of portfolio