Heirloom Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Heirloom Wealth Management
- $279 Million
- Q1 2024
A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heirloom Wealth Management holds 5,005 shares of SCHD stock, worth $402,802. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,005
Previous 7,432
32.66%
Holding current value
$402,802
Previous $565,000
28.67%
% of portfolio
0.14%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio