Fiducient Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Fiducient Advisors LLC
- $864 Million
- Q3 2024
A detailed history of Fiducient Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiducient Advisors LLC holds 22,589 shares of SCHD stock, worth $632,266. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,589
Previous 16,412
37.64%
Holding current value
$632,266
Previous $1.28 Million
49.61%
% of portfolio
0.22%
Previous 0.18%
Shares
5 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
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio