Constant Guidance Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Constant Guidance Financial LLC
- $122 Billion
- Q3 2024
A detailed history of Constant Guidance Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Constant Guidance Financial LLC holds 100,341 shares of SCHD stock, worth $2.72 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
100,341
Previous 9,272
982.19%
Holding current value
$2.72 Million
Previous $456 Million
1758.74%
% of portfolio
6.94%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares 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