Partners Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Partners Wealth Management, LLC holds 13,061 shares of SCHD stock, worth $363,487. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,061Holding current value
$363,487% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio