Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,548 shares of SCHD stock, worth $44,319. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,548
Previous 961
61.08%
Holding current value
$44,319
Previous $74,000
75.68%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,743Shares Held
275MCall Options Held
1.78MPut Options Held
1.09M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio