Flaharty Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Flaharty Asset Management, LLC

$640 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $1,925 - $2,126	25 New	25 $2,000

Others Institutions Holding SCHD

# of Institutions

1,853

Shares Held

504M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$744 Million
13.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$602 Million
0.22% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$420 Million
4.17% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$320 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$307 Million
8.18% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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