Jpl Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 21,274 shares of SCHD stock, worth $586,311. This represents 0.81% of its overall portfolio holdings.
Number of Shares
21,274
Previous 16,458
29.26%
Holding current value
$586,311
Previous $1.33 Billion
24.66%
% of portfolio
0.81%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio