Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,118 shares of SCHD stock, worth $31,113. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,118
Previous 370
202.16%
Holding current value
$31,113
Previous $31.3 Million
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio