Cjm Wealth Advisers, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Cjm Wealth Advisers, Ltd.
- $292 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio