Db Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 1,981 shares of SCHD stock, worth $54,418. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,981
Previous 1,981
-0.0%
Holding current value
$54,418
Previous $140,000
7.14%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio