Adapt Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 38,140 shares of SCHD stock, worth $1.06 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
38,140
Previous 39,108
2.48%
Holding current value
$1.06 Million
Previous $3.04 Billion
6.02%
% of portfolio
1.73%
Previous 1.91%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio