Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Us Dividen Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 399 shares of SCHD stock, worth $11,168. This represents 0.02% of its overall portfolio holdings.
Number of Shares
399Holding current value
$11,168% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio