Journey Beyond Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Journey Beyond Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Journey Beyond Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 183,299 shares of SCHD stock, worth $5.09 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
183,299Holding current value
$5.09 Million% of portfolio
4.71%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio