Activest Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Activest Wealth Management
- $332 Million
- Q4 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 7,424 shares of SCHD stock, worth $208,985. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,424
Previous 1,720
331.63%
Holding current value
$208,985
Previous $145,000
39.31%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,937Shares Held
822MCall 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$755 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$732 Million4.56% of portfolio