Alliance Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alliance Wealth Management Group holds 69,489 shares of SCHD stock, worth $5.36 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
69,489
Previous 57,211
21.46%
Holding current value
$5.36 Million
Previous $4.36 Million
28.63%
% of portfolio
1.61%
Previous 1.33%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio