Hc Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
A detailed history of Hc Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hc Financial Advisors Inc holds 3,113 shares of SCHD stock, worth $85,794. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,113
Previous 3,113
-0.0%
Holding current value
$85,794
Previous $246,000
9.35%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio