Austin Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Austin Private Wealth, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Austin Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Austin Private Wealth, LLC holds 22,450 shares of SCHD stock, worth $620,518. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,450
Previous 7,635
194.04%
Holding current value
$620,518
Previous $645,000
4.96%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio