Meridian Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Meridian Financial, LLC
- $138 Billion
- Q2 2024
A detailed history of Meridian Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Financial, LLC holds 119,718 shares of SCHD stock, worth $10.1 Million. This represents 6.74% of its overall portfolio holdings.
Number of Shares
119,718
Previous 116,368
2.88%
Holding current value
$10.1 Million
Previous $9.38 Billion
0.78%
% of portfolio
6.74%
Previous 7.0%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares 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