Lpf Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Lpf Advisors LLC
- $108 Billion
- Q2 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 40,924 shares of SCHD stock, worth $3.46 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
40,924
Previous 40,694
0.57%
Holding current value
$3.46 Million
Previous $3.28 Billion
3.01%
% of portfolio
2.93%
Previous 3.29%
Shares
3 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$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio