Alterity Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Alterity Financial Group, LLC
- $69.9 Million
- Q4 2023
A detailed history of Alterity Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alterity Financial Group, LLC holds 5,035 shares of SCHD stock, worth $416,444. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,035
Previous 4,801
4.87%
Holding current value
$416,444
Previous $339,000
12.98%
% of portfolio
0.55%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio