Bank Plus Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 14,621 shares of SCHD stock, worth $408,218. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,621Holding current value
$408,218% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio