Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Baker Tilly Wealth Management, LLC
- $239 Million
- Q2 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 14,710 shares of SCHD stock, worth $1.24 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,710
Previous 16,622
11.5%
Holding current value
$1.24 Million
Previous $1.34 Million
14.7%
% of portfolio
0.48%
Previous 0.25%
Shares
12 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio