Janiczek Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 251,447 shares of SCHD stock, worth $20.8 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
251,447
Previous 480,603
47.68%
Holding current value
$20.8 Million
Previous $38.8 Million
49.54%
% of portfolio
4.12%
Previous 8.29%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio