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 $859,032. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,520
Previous 29,823
1.02%
Holding current value
$859,032
Previous $2.32 Billion
7.6%
% of portfolio
0.34%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio