Larson Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History
Larson Financial Group LLC
- $1.75 Billion
- Q3 2024
A detailed history of Larson Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Larson Financial Group LLC holds 26,047 shares of SCHD stock, worth $735,046. This represents 0.13% of its overall portfolio holdings.
Number of Shares
26,047
Previous 24,294
7.22%
Holding current value
$735,046
Previous $1.89 Million
16.52%
% of portfolio
0.13%
Previous 0.13%
Shares
20 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