Fairman Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Fairman Group, LLC
- $98.4 Billion
- Q2 2024
A detailed history of Fairman Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairman Group, LLC holds 7 shares of SCHD stock, worth $578. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$578
Previous $554,000
2.53%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$895 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$803 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$755 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$738 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$642 Million5.64% of portfolio