Financial Advisory Service, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Advisory Service, Inc.
- $1.1 Billion
- Q2 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 11,976 shares of SCHD stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,976
Previous 11,380
5.24%
Holding current value
$1.01 Million
Previous $917,000
1.53%
% of portfolio
0.08%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio