Jfg Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
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Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
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Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio