Kmg Fiduciary Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 8,230 shares of SCHD stock, worth $228,876. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,230Holding current value
$228,876% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio