Ledge Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 77,982 shares of SCHD stock, worth $2.19 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
77,982
Previous 78,831
1.08%
Holding current value
$2.19 Million
Previous $5.58 Million
6.42%
% of portfolio
2.31%
Previous 2.5%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio