Hfg Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hfg Advisors, Inc.
- $108 Million
- Q3 2024
A detailed history of Hfg Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hfg Advisors, Inc. holds 3,590 shares of SCHD stock, worth $100,914. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,590
Previous 3,590
-0.0%
Holding current value
$100,914
Previous $279,000
8.6%
% of portfolio
0.28%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio