Mowery & Schoenfeld Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $8,954 - $9,594	-119 Closed	0 $0
Q4 2023 May 14, 2024	BUY	$66.9 - $76.32 $7,961 - $9,082	119 New	119 $9.06 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$315 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$252 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$244 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$232 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$202 Million
0.05% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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