Future Financial Wealth Managment LLC Schwab Strategic Tr Us Dividen Transaction History
Future Financial Wealth Managment LLC
- $112 Million
- Q2 2024
A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 61,935 shares of SCHD stock, worth $5.23 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
61,935
Previous 57,579
7.57%
Holding current value
$5.23 Million
Previous $4.64 Million
3.75%
% of portfolio
4.31%
Previous 3.6%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio