Lpf Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Lpf Advisors LLC
- $117 Billion
- Q3 2024
A detailed history of Lpf Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpf Advisors LLC holds 41,588 shares of SCHD stock, worth $1.21 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
41,588
Previous 40,924
1.62%
Holding current value
$1.21 Million
Previous $3.18 Billion
10.47%
% of portfolio
3.01%
Previous 2.93%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio