Key F Inancial Inc Schwab Strategic Tr Us Dividen Transaction History
Key F Inancial Inc
- $446 Million
- Q3 2024
A detailed history of Key F Inancial Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Key F Inancial Inc holds 8,346 shares of SCHD stock, worth $235,524. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,346
Previous 8,346
-0.0%
Holding current value
$235,524
Previous $648,000
8.8%
% of portfolio
0.16%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio