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 $262,301. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,113
Previous 3,113
-0.0%
Holding current value
$262,301
Previous $246,000
9.35%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio