Mission Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Wealth Management, LP holds 22,927 shares of SCHD stock, worth $632,326. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,927
Previous 6,600
247.38%
Holding current value
$632,326
Previous $557,000
12.39%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio