Fountainhead Am, LLC Schwab Strategic Tr Us Dividen Transaction History
Fountainhead Am, LLC
- $404 Million
- Q2 2024
A detailed history of Fountainhead Am, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fountainhead Am, LLC holds 5,783 shares of SCHD stock, worth $478,311. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,783
Previous 6,285
7.99%
Holding current value
$478,311
Previous $506,000
11.26%
% of portfolio
0.11%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio