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 $55,487. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,981
Previous 1,981
-0.0%
Holding current value
$55,487
Previous $140,000
7.14%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall 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