American Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
American Financial Advisors, LLC
- $681 Million
- Q4 2024
A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Financial Advisors, LLC holds 1,083,103 shares of SCHD stock, worth $30.9 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
1,083,103
Previous 358,682
201.97%
Holding current value
$30.9 Million
Previous $30.3 Million
2.4%
% of portfolio
4.35%
Previous 4.31%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio