Advisors Preferred, LLC Schwab Strategic Tr Us Dividen Transaction History
Advisors Preferred, LLC
- $645 Million
- Q3 2024
A detailed history of Advisors Preferred, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisors Preferred, LLC holds 185,110 shares of SCHD stock, worth $5.18 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
185,110
Previous 136,410
35.7%
Holding current value
$5.18 Million
Previous $10.6 Million
47.52%
% of portfolio
2.43%
Previous 1.84%
Shares
4 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