Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $599 Billion
- Q4 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 39,998 shares of SCHD stock, worth $1.12 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
39,998
Previous 14,909
168.28%
Holding current value
$1.12 Million
Previous $1.26 Billion
13.29%
% of portfolio
0.18%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio