Fusion Family Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio