Bkm Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Bkm Wealth Management, LLC
- $208 Billion
- Q2 2024
A detailed history of Bkm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 7,962 shares of SCHD stock, worth $673,983. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,962
Previous 5,570
42.94%
Holding current value
$673,983
Previous $449 Million
37.86%
% of portfolio
0.3%
Previous 0.19%
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