Loveless Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Loveless Wealth Management LLC holds 38,721 shares of SCHD stock, worth $1.06 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
38,721
Previous 37,401
3.53%
Holding current value
$1.06 Million
Previous $2.95 Million
6.0%
% of portfolio
1.82%
Previous 1.67%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio