Prestige Wealth Management Group LLC Schwab Strategic Tr Us Dividen Transaction History
Prestige Wealth Management Group LLC
- $442 Million
- Q2 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 1,244 shares of SCHD stock, worth $105,304. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$105,304
Previous $100,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
12 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