Iron Horse Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 651 shares of SCHD stock, worth $18,117. This represents 0.01% of its overall portfolio holdings.
Number of Shares
651
Previous 215
202.79%
Holding current value
$18,117
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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