Client 1 St Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Client 1 St Advisory Group, LLC
- $253 Million
- Q1 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 9,615 shares of SCHD stock, worth $251,624. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,615Holding current value
$251,624% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,999Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio