Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ethos Financial Group, LLC holds 11,184 shares of SCHD stock, worth $325,118. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,184
Previous 10,757
3.97%
Holding current value
$325,118
Previous $845,000
11.83%
% of portfolio
0.18%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio