Bridgewealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Bridgewealth Advisory Group, LLC
- $226 Billion
- Q2 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 113,955 shares of SCHD stock, worth $3.2 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
113,955
Previous 101,954
11.77%
Holding current value
$3.2 Million
Previous $8.22 Billion
7.79%
% of portfolio
3.92%
Previous 4.02%
Shares
7 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
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio