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 $3.51 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
125,450
Previous 130,150
3.61%
Holding current value
$3.51 Million
Previous $10.1 Million
4.78%
% of portfolio
1.95%
Previous 1.48%
Shares
32 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