Meadow Creek Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Meadow Creek Wealth Advisors LLC
- $125 Million
- Q3 2024
A detailed history of Meadow Creek Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 3,335 shares of SCHD stock, worth $95,481. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,335
Previous 3,335
-0.0%
Holding current value
$95,481
Previous $259,000
8.49%
% of portfolio
0.23%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio