Fc Advisory LLC Schwab Strategic Tr Us Dividen Transaction History
Fc Advisory LLC
- $272 Million
- Q2 2024
A detailed history of Fc Advisory LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fc Advisory LLC holds 6,572 shares of SCHD stock, worth $528,914. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,572
Previous 5,733
14.63%
Holding current value
$528,914
Previous $462,000
10.61%
% of portfolio
0.19%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio