Ifp Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ifp Advisors, Inc holds 187,960 shares of SCHD stock, worth $5.28 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
187,960
Previous 166,974
12.57%
Holding current value
$5.28 Million
Previous $13.5 Million
8.56%
% of portfolio
0.6%
Previous 0.61%
Shares
35 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio