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 $271,720. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,034
Previous 10,034
-0.0%
Holding current value
$271,720
Previous $667,000
13.64%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio