Bcs Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Bcs Wealth Management
- $389 Million
- Q1 2025
A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bcs Wealth Management holds 277,186 shares of SCHD stock, worth $7.05 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
277,186
Previous 285,294
2.84%
Holding current value
$7.05 Million
Previous $7.79 Million
0.56%
% of portfolio
1.99%
Previous 1.94%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio