Moran Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Moran Wealth Management, LLC
- $3.18 Billion
- Q3 2024
A detailed history of Moran Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moran Wealth Management, LLC holds 35,369 shares of SCHD stock, worth $1.01 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
35,369
Previous 36,507
3.12%
Holding current value
$1.01 Million
Previous $2.84 Million
5.32%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares 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