Atticus Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
A detailed history of Atticus Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 430 shares of SCHD stock, worth $12,659. This represents 0.01% of its overall portfolio holdings.
Number of Shares
430Holding current value
$12,659% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$339 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$272 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$263 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio