Merriman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
A detailed history of Merriman Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 5,012 shares of SCHD stock, worth $140,285. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,012
Previous 5,396
7.12%
Holding current value
$140,285
Previous $419,000
0.95%
% of portfolio
0.02%
Previous 0.02%
Shares
8 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