Darden Wealth Group Inc Schwab Strategic Tr Us Dividen Transaction History
Darden Wealth Group Inc
- $139 Billion
- Q3 2024
A detailed history of Darden Wealth Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Darden Wealth Group Inc holds 6,089 shares of SCHD stock, worth $170,552. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,089
Previous 5,789
5.18%
Holding current value
$170,552
Previous $450 Million
14.34%
% of portfolio
0.37%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio