Fsc Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Fsc Wealth Advisors, LLC
- $149 Million
- Q4 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 166,017 shares of SCHD stock, worth $4.61 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
166,017
Previous 55,123
201.18%
Holding current value
$4.61 Million
Previous $4.66 Million
2.66%
% of portfolio
3.04%
Previous 3.41%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio