Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 29,178 shares of SCHD stock, worth $796,267. This represents 0.49% of its overall portfolio holdings.
Number of Shares
29,178
Previous 29,155
0.08%
Holding current value
$796,267
Previous $2.27 Million
8.78%
% of portfolio
0.49%
Previous 0.49%
Shares
29 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