Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abound Wealth Management holds 4,627 shares of SCHD stock, worth $129,509. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,627
Previous 1,515
205.41%
Holding current value
$129,509
Previous $128 Million
1.31%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio