Bridgewealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 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 127,064 shares of SCHD stock, worth $3.73 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
127,064
Previous 113,955
11.5%
Holding current value
$3.73 Million
Previous $8.86 Billion
21.21%
% of portfolio
3.9%
Previous 3.92%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio