Integrated Investment Consultants, LLC Schwab Strategic Tr Us Dividen Transaction History
Integrated Investment Consultants, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Integrated Investment Consultants, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Integrated Investment Consultants, LLC holds 561,993 shares of SCHD stock, worth $15.6 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
561,993
Previous 182,071
208.67%
Holding current value
$15.6 Million
Previous $15.4 Million
0.24%
% of portfolio
0.33%
Previous 0.34%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio