Intergy Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 974,009 shares of SCHD stock, worth $25.2 Million. This represents 10.33% of its overall portfolio holdings.
Number of Shares
974,009
Previous 953,962
2.1%
Holding current value
$25.2 Million
Previous $26.1 Million
3.07%
% of portfolio
10.33%
Previous 9.82%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$940 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$737 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$694 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$673 Million4.56% of portfolio