Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History
Onyx Bridge Wealth Group LLC
- $667 Million
- Q4 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 477,308 shares of SCHD stock, worth $13.5 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
477,308
Previous 141,930
236.3%
Holding current value
$13.5 Million
Previous $12 Million
8.69%
% of portfolio
1.96%
Previous 1.88%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio