Latko Wealth Management, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Latko Wealth Management, Ltd.
- $165 Million
- Q3 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 155,465 shares of SCHD stock, worth $4.27 Million. This represents 7.97% of its overall portfolio holdings.
Number of Shares
155,465Holding current value
$4.27 Million% of portfolio
7.97%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio