Family Investment Center, Inc. Schwab Strategic Tr Us Dividen Transaction History
Family Investment Center, Inc.
- $303 Million
- Q1 2024
A detailed history of Family Investment Center, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Investment Center, Inc. holds 80,180 shares of SCHD stock, worth $6.18 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
80,180
Previous 34,746
130.76%
Holding current value
$6.18 Million
Previous $2.65 Million
144.39%
% of portfolio
2.13%
Previous 1.37%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,644Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio