Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Omni 360 Wealth, Inc.
- $135 Billion
- Q2 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 23,163 shares of SCHD stock, worth $1.96 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
23,163
Previous 25,628
9.62%
Holding current value
$1.96 Million
Previous $2.07 Billion
12.84%
% of portfolio
1.34%
Previous 1.68%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio