Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History
Onyx Bridge Wealth Group LLC
- $591 Million
- Q2 2024
A detailed history of Onyx Bridge Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 129,739 shares of SCHD stock, worth $11 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
129,739
Previous 112,343
15.48%
Holding current value
$11 Million
Previous $9.06 Million
11.37%
% of portfolio
1.71%
Previous 1.62%
Shares
5 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$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio