New England Guild Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 10,034 shares of SCHD stock, worth $273,326. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,034
Previous 10,034
-0.0%
Holding current value
$273,326
Previous $667,000
13.64%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio