Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 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 22,437 shares of SCHD stock, worth $607,593. This represents 1.24% of its overall portfolio holdings.
Number of Shares
22,437
Previous 23,163
3.13%
Holding current value
$607,593
Previous $1.8 Billion
5.3%
% of portfolio
1.24%
Previous 1.34%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio