Institute For Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 32,286 shares of SCHD stock, worth $905,622. This represents 0.11% of its overall portfolio holdings.
Number of Shares
32,286
Previous 10,119
219.06%
Holding current value
$905,622
Previous $855,000
3.16%
% of portfolio
0.11%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio