Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 19,846 shares of SCHD stock, worth $550,528. This represents 0.57% of its overall portfolio holdings.
Number of Shares
19,846
Previous 6,597
200.83%
Holding current value
$550,528
Previous $558 Million
2.76%
% of portfolio
0.57%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$721 Million4.56% of portfolio