Fairfield Financial Advisors, LTD Schwab Strategic Tr Us Dividen Transaction History
Fairfield Financial Advisors, LTD
- $294 Billion
- Q3 2024
A detailed history of Fairfield Financial Advisors, LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 513 shares of SCHD stock, worth $14,928. This represents 0.01% of its overall portfolio holdings.
Number of Shares
513
Previous 503
1.99%
Holding current value
$14,928
Previous $39.1 Million
10.84%
% of portfolio
0.01%
Previous 0.01%
Shares
10 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
-
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$241 Million4.66% of portfolio