Kerntke Otto Mc Glone Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
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Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio