Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Family Asset Management, LLC
- $155 Billion
- Q2 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Asset Management, LLC holds 604 shares of SCHD stock, worth $51,056. This represents 0.03% of its overall portfolio holdings.
Number of Shares
604
Previous 31
1848.39%
Holding current value
$51,056
Previous $2.51 Million
1774.04%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio