Alpha Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 10,614 shares of SCHD stock, worth $295,387. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,614Holding current value
$295,387% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall 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
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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