Convergence Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Convergence Financial, LLC holds 2,861 shares of SCHD stock, worth $80,365. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,861Holding current value
$80,365% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio