Charis Legacy Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Charis Legacy Partners, LLC
- $52.8 Billion
- Q1 2025
A detailed history of Charis Legacy Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 22,042 shares of SCHD stock, worth $570,667. This represents 1.17% of its overall portfolio holdings.
Number of Shares
22,042Holding current value
$570,667% of portfolio
1.17%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$855 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$835 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$765 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$760 Million0.06% of portfolio