Intrua Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Intrua Financial, LLC
- $502 Million
- Q1 2023
A detailed history of Intrua Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Intrua Financial, LLC holds 61,319 shares of SCHD stock, worth $5.17 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
61,319
Previous 56,757
8.04%
Holding current value
$5.17 Million
Previous $4.29 Million
4.64%
% of portfolio
0.89%
Previous 0.99%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares 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