Benchmark Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Benchmark Wealth Management, LLC
- $188 Million
- Q2 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 80,112 shares of SCHD stock, worth $6.77 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
80,112
Previous 80,212
0.12%
Holding current value
$6.77 Million
Previous $6.47 Million
3.68%
% of portfolio
3.32%
Previous 3.53%
Shares
19 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio