Iag Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 527 shares of SCHD stock, worth $14,871. This represents 0.01% of its overall portfolio holdings.
Number of Shares
527
Previous 48
997.92%
Holding current value
$14,871
Previous $3,000
1366.67%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio