Graves Light Lenhart Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Graves Light Lenhart Wealth, Inc.
- $809 Million
- Q1 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 610,500 shares of SCHD stock, worth $15.8 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
610,500
Previous 607,770
0.45%
Holding current value
$15.8 Million
Previous $16.6 Million
1.4%
% of portfolio
2.08%
Previous 2.07%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$940 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$737 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$694 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$673 Million4.56% of portfolio