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 $144,417. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,333
Previous 3,063
74.11%
Holding current value
$144,417
Previous $238,000
89.08%
% of portfolio
0.1%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio