Frederick Financial Consultants, LLC Schwab Strategic Tr Us Dividen Transaction History
Frederick Financial Consultants, LLC
- $139 Billion
- Q1 2025
A detailed history of Frederick Financial Consultants, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 15,681 shares of SCHD stock, worth $410,371. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,681
Previous 16,343
4.05%
Holding current value
$410,371
Previous $446 Million
1.81%
% of portfolio
0.32%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,996Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio