Freestate Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Freestate Advisors LLC
- $96.7 Billion
- Q4 2024
A detailed history of Freestate Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Freestate Advisors LLC holds 62,408 shares of SCHD stock, worth $1.75 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
62,408
Previous 20,157
209.61%
Holding current value
$1.75 Million
Previous $1.7 Billion
0.07%
% of portfolio
1.76%
Previous 1.77%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio