Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Boulder Wealth Advisors, LLC
- $112 Million
- Q4 2022
A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 94,802 shares of SCHD stock, worth $2.66 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
94,802Holding current value
$2.66 Million% of portfolio
6.41%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio