Concentric Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 5,333 shares of SCHD stock, worth $151,777. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,333
Previous 3,063
74.11%
Holding current value
$151,777
Previous $238,000
89.08%
% of portfolio
0.1%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio