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 $4,093. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$4,093
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio