Fsc Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Fsc Wealth Advisors, LLC
- $137 Million
- Q3 2024
A detailed history of Fsc Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 55,123 shares of SCHD stock, worth $1.5 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
55,123
Previous 59,157
6.82%
Holding current value
$1.5 Million
Previous $4.6 Million
1.28%
% of portfolio
3.41%
Previous 3.43%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares 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