Journey Strategic Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-3,700 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	3,700 New	3,700 $299,000

Others Institutions Holding SCHD

# of Institutions

1,641

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$840 Million
0.48% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.72M
Shares

$753 Million
1.08% of portfolio
Morgan Stanley New York, NY

9.15M
Shares

$708 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

7.78M
Shares

$602 Million
5.64% of portfolio
Bank Of America Corp Charlotte, NC

7.2M
Shares

$558 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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