Forth Right Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Forth Right Wealth Management, LLC
- $273 Million
- Q2 2024
A detailed history of Forth Right Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 306,848 shares of SCHD stock, worth $25.9 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
306,848
Previous 283,660
8.17%
Holding current value
$25.9 Million
Previous $22.9 Million
4.32%
% of portfolio
8.75%
Previous 8.34%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio