Heirloom Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Heirloom Wealth Management
- $318 Million
- Q4 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 13,044 shares of SCHD stock, worth $371,232. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,044
Previous 5,032
159.22%
Holding current value
$371,232
Previous $425,000
16.24%
% of portfolio
0.11%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio