Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Financial Advisors, LLC
- $520 Million
- Q4 2024
A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Advisors, LLC holds 10,711 shares of SCHD stock, worth $299,800. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,711Holding current value
$299,800% of portfolio
0.06%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
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio