Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Foguth Wealth Management, Llc.
- $382 Billion
- Q4 2024
A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 261,167 shares of SCHD stock, worth $7.2 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
261,167
Previous 72,634
259.57%
Holding current value
$7.2 Million
Previous $6.11 Billion
19.93%
% of portfolio
1.92%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio