Financial Freedom, LLC Schwab Strategic Tr Us Dividen Transaction History
Financial Freedom, LLC
- $190 Billion
- Q4 2024
A detailed history of Financial Freedom, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Freedom, LLC holds 5,046 shares of SCHD stock, worth $140,430. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,046
Previous 2,451
105.88%
Holding current value
$140,430
Previous $207 Million
33.46%
% of portfolio
0.07%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio