Iht Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iht Wealth Management, LLC holds 161,197 shares of SCHD stock, worth $13.6 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
161,197
Previous 167,015
3.48%
Holding current value
$13.6 Million
Previous $13.5 Million
6.92%
% of portfolio
0.48%
Previous 0.52%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio