Financial & Tax Architects, LLC Schwab Strategic Tr Us Dividen Transaction History
Financial & Tax Architects, LLC
- $389 Billion
- Q3 2024
A detailed history of Financial & Tax Architects, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 4,301 shares of SCHD stock, worth $123,137. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,301Holding current value
$123,137% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio