Intergy Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
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 953,962 shares of SCHD stock, worth $27.2 Million. This represents 9.82% of its overall portfolio holdings.
Number of Shares
953,962
Previous 309,181
208.54%
Holding current value
$27.2 Million
Previous $26.1 Million
0.28%
% of portfolio
9.82%
Previous 10.06%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio