Empire Financial Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Empire Financial Management Company, LLC
- $321 Billion
- Q4 2024
A detailed history of Empire Financial Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 9,354 shares of SCHD stock, worth $266,214. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,354
Previous 2,722
243.64%
Holding current value
$266,214
Previous $230 Million
11.07%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio