Frg Family Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 125,450 shares of SCHD stock, worth $3.43 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
125,450
Previous 130,150
3.61%
Holding current value
$3.43 Million
Previous $10.1 Million
4.78%
% of portfolio
1.95%
Previous 1.48%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio