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 $1.22 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
41,588
Previous 40,924
1.62%
Holding current value
$1.22 Million
Previous $3.18 Billion
10.47%
% of portfolio
3.01%
Previous 2.93%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio