Iron Horse Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iron Horse Wealth Management, LLC
- $270 Million
- Q3 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 215 shares of SCHD stock, worth $5,822. This represents 0.01% of its overall portfolio holdings.
Number of Shares
215
Previous 330
34.85%
Holding current value
$5,822
Previous $25,000
28.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio