Diversify Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 228,854 shares of SCHD stock, worth $6.66 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
228,854Holding current value
$6.66 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio