Uptown Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 13,350 shares of SCHD stock, worth $345,631. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,350Holding current value
$345,631% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
847MCall 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, SC36.3MShares$940 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$737 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$694 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$673 Million4.56% of portfolio