Fi3 Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Fi3 Financial Advisors, LLC
- $251 Million
- Q3 2024
A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 3,291 shares of SCHD stock, worth $92,115. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,291Holding current value
$92,115% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio