Accel Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Accel Wealth Management
- $257 Million
- Q4 2024
A detailed history of Accel Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accel Wealth Management holds 7,339 shares of SCHD stock, worth $205,565. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,339Holding current value
$205,565% of portfolio
0.08%Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio