Biltmore Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Biltmore Family Office, LLC
- $566 Million
- Q3 2024
A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Biltmore Family Office, LLC holds 150 shares of SCHD stock, worth $4,134. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$4,134
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio