Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 29,520 shares of SCHD stock, worth $847,519. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,520
Previous 29,823
1.02%
Holding current value
$847,519
Previous $2.32 Billion
7.6%
% of portfolio
0.34%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio