Level Four Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Level Four Advisory Services, LLC
- $2.11 Billion
- Q2 2024
A detailed history of Level Four Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 112,074 shares of SCHD stock, worth $9.47 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
112,074
Previous 128,248
12.61%
Holding current value
$9.47 Million
Previous $10.3 Million
15.73%
% of portfolio
0.41%
Previous 0.56%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio