Aberdeen Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Aberdeen Wealth Management LLC
- $166 Million
- Q1 2024
A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 2,500 shares of SCHD stock, worth $194,675. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$194,675
Previous $190,000
5.79%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,649Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$844 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$757 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$712 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$561 Million0.06% of portfolio