Andrews, Lucia Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,782 shares of SCHD stock, worth $447,815. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,782
Previous 6,738
14.19%
Holding current value
$447,815
Previous $512,000
8.98%
% of portfolio
0.33%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio