Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History
Advisory Resource Group
- $399 Million
- Q4 2024
A detailed history of Advisory Resource Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisory Resource Group holds 50,240 shares of SCHD stock, worth $1.43 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
50,240
Previous 16,560
203.38%
Holding current value
$1.43 Million
Previous $1.4 Million
1.93%
% of portfolio
0.34%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio