4 Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
4 Wealth Advisors, Inc.
- $99.8 Billion
- Q4 2024
A detailed history of 4 Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 18,369 shares of SCHD stock, worth $517,638. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,369Holding current value
$517,638% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,929Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio