Buska Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Buska Wealth Management, LLC
- $295 Million
- Q3 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 35,597 shares of SCHD stock, worth $990,664. This represents 1.02% of its overall portfolio holdings.
Number of Shares
35,597
Previous 11,611
206.58%
Holding current value
$990,664
Previous $981 Million
99.69%
% of portfolio
1.02%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio