Activest Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Activest Wealth Management
- $282 Million
- Q3 2024
A detailed history of Activest Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Activest Wealth Management holds 1,720 shares of SCHD stock, worth $48,538. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,720
Previous 1,630
5.52%
Holding current value
$48,538
Previous $126,000
15.08%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio