Buska Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Buska Wealth Management, LLC
- $288 Billion
- Q2 2024
A detailed history of Buska Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Buska Wealth Management, LLC holds 11,611 shares of SCHD stock, worth $326,385. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,611
Previous 5,337
117.56%
Holding current value
$326,385
Previous $415 Million
136.47%
% of portfolio
0.34%
Previous 0.16%
Shares
2 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