Polaris Wealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,045Shares Held
836MCall Options Held
3.83MPut Options Held
2.07M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$774 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$763 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$760 Million4.28% of portfolio