Fma Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Fma Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Fma Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fma Wealth Management, LLC holds 94,024 shares of SCHD stock, worth $2.61 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
94,024
Previous 31,116
202.17%
Holding current value
$2.61 Million
Previous $2.63 Billion
2.34%
% of portfolio
1.91%
Previous 1.91%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$603 Million0.22% of portfolio