Moser Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Moser Wealth Advisors, LLC
- $190 Million
- Q3 2024
A detailed history of Moser Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 9,673 shares of SCHD stock, worth $280,613. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,673
Previous 8,593
12.57%
Holding current value
$280,613
Previous $668,000
22.31%
% of portfolio
0.43%
Previous 0.37%
Shares
12 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
-
Avantax Advisory Services, Inc.8.5MShares$247 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$220 Million0.05% of portfolio