Advyzon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 25,186 shares of SCHD stock, worth $700,926. This represents 0.27% of its overall portfolio holdings.
Number of Shares
25,186Holding current value
$700,926% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio