Florida Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Florida Financial Advisors, LLC
- $254 Billion
- Q1 2025
A detailed history of Florida Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Florida Financial Advisors, LLC holds 131,452 shares of SCHD stock, worth $3.39 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
131,452
Previous 116,428
12.9%
Holding current value
$3.39 Million
Previous $3.18 Billion
15.32%
% of portfolio
1.45%
Previous 1.42%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,976Shares Held
845MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio