New England Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 94,757 shares of SCHD stock, worth $8.01 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
94,757
Previous 98,730
4.02%
Holding current value
$8.01 Million
Previous $7.96 Million
7.44%
% of portfolio
1.29%
Previous 1.41%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio