Berry Wealth Group, LP Schwab Strategic Tr Us Dividen Transaction History
Berry Wealth Group, LP
- $125 Billion
- Q2 2024
A detailed history of Berry Wealth Group, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berry Wealth Group, LP holds 2,751 shares of SCHD stock, worth $232,872. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,751
Previous 50,894
94.59%
Holding current value
$232,872
Previous $4.1 Billion
94.79%
% of portfolio
0.17%
Previous 3.4%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio