Blue Barn Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Blue Barn Wealth, LLC
- $172 Million
- Q1 2024
A detailed history of Blue Barn Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 132,911 shares of SCHD stock, worth $10.3 Million. This represents 6.23% of its overall portfolio holdings.
Number of Shares
132,911
Previous 130,882
1.55%
Holding current value
$10.3 Million
Previous $9.96 Million
7.55%
% of portfolio
6.23%
Previous 5.96%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio