Benchmark Financial Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Benchmark Financial Wealth Advisors, LLC
- $270 Million
- Q2 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 94,938 shares of SCHD stock, worth $8 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
94,938
Previous 79,482
19.45%
Holding current value
$8 Million
Previous $6.41 Million
15.2%
% of portfolio
2.74%
Previous 2.45%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares 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