Financial Management Professionals, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Management Professionals, Inc.
- $776 Million
- Q4 2024
A detailed history of Financial Management Professionals, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Management Professionals, Inc. holds 375 shares of SCHD stock, worth $10,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375
Previous 125
200.0%
Holding current value
$10,436
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,779Shares Held
316MCall Options Held
1.92MPut Options Held
1.16M-
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
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio