Financial Advocates Investment Management Schwab Strategic Tr Us Dividen Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,590 shares of SCHD stock, worth $101,309. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,590
Previous 3,256
10.26%
Holding current value
$101,309
Previous $253,000
19.76%
% of portfolio
0.02%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio