New Century Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
New Century Financial Group, LLC
- $235 Billion
- Q4 2024
A detailed history of New Century Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Century Financial Group, LLC holds 16,531 shares of SCHD stock, worth $460,057. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,531
Previous 5,515
199.75%
Holding current value
$460,057
Previous $466 Million
2.71%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio