Etesian Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Etesian Wealth Advisors, Inc.
- $226 Billion
- Q4 2024
A detailed history of Etesian Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 7,619 shares of SCHD stock, worth $212,112. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,619
Previous 2,373
221.07%
Holding current value
$212,112
Previous $201 Million
3.77%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$793 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$747 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$724 Million4.56% of portfolio