Northwest Financial Advisors Schwab Strategic Tr Us Dividen Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northwest Financial Advisors holds 148 shares of SCHD stock, worth $12,335. This represents 0.01% of its overall portfolio holdings.
Number of Shares
148Holding current value
$12,335% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio