Aevitas Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 47,789 shares of SCHD stock, worth $1.32 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
47,789
Previous 33,826
41.28%
Holding current value
$1.32 Million
Previous $2.25 Million
60.61%
% of portfolio
2.14%
Previous 1.69%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio