Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 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 29,823 shares of SCHD stock, worth $2.45 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
29,823
Previous 30,548
2.37%
Holding current value
$2.45 Million
Previous $2.46 Billion
5.85%
% of portfolio
0.35%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,637Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$891 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$799 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$751 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$734 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$639 Million5.64% of portfolio