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 $2.87 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
100,341
Previous 9,272
982.19%
Holding current value
$2.87 Million
Previous $456 Million
1758.74%
% of portfolio
6.94%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio