Level Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Level Wealth Management LLC holds 27,836 shares of SCHD stock, worth $781,356. This represents 0.54% of its overall portfolio holdings.
Number of Shares
27,836Holding current value
$781,356% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio