Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Foguth Wealth Management, Llc.
- $275 Billion
- Q3 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 72,634 shares of SCHD stock, worth $2.08 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
72,634
Previous 55,825
30.11%
Holding current value
$2.08 Million
Previous $4.34 Billion
40.82%
% of portfolio
2.22%
Previous 1.91%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares 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