Jpl Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 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 164,909 shares of SCHD stock, worth $4.58 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
164,909
Previous 21,274
675.17%
Holding current value
$4.58 Million
Previous $1.65 Billion
172.35%
% of portfolio
1.29%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio