Element Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Element Wealth, LLC
- $177 Million
- Q2 2024
A detailed history of Element Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Element Wealth, LLC holds 4,689 shares of SCHD stock, worth $396,923. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,689
Previous 3,975
17.96%
Holding current value
$396,923
Previous $320,000
13.75%
% of portfolio
0.21%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio