Magnus Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History
Magnus Financial Group LLC
- $1.01 Billion
- Q4 2024
A detailed history of Magnus Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Magnus Financial Group LLC holds 22,566 shares of SCHD stock, worth $631,622. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,566
Previous 7,273
210.27%
Holding current value
$631,622
Previous $614,000
0.33%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio