Code Waechter LLC Schwab Strategic Tr Us Dividen Transaction History
Code Waechter LLC
- $114 Million
- Q4 2024
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Code Waechter LLC holds 35,233 shares of SCHD stock, worth $988,285. This represents 0.84% of its overall portfolio holdings.
Number of Shares
35,233
Previous 11,725
200.49%
Holding current value
$988,285
Previous $991,000
2.93%
% of portfolio
0.84%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio