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 $266,302. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,034
Previous 10,034
-0.0%
Holding current value
$266,302
Previous $667,000
13.64%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,017Shares Held
885MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.03 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$877 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$769 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$758 Million0.06% of portfolio