Mission Hills Financial Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Mission Hills Financial Advisory, LLC
- $118 Billion
- Q3 2024
A detailed history of Mission Hills Financial Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Hills Financial Advisory, LLC holds 174,997 shares of SCHD stock, worth $5.08 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
174,997Holding current value
$5.08 Million% of portfolio
4.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,734Shares Held
271MCall Options Held
1.7MPut Options Held
736K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$269 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$259 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$247 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.59MShares$220 Million0.05% of portfolio