Quantum Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 25,482 shares of SCHD stock, worth $727,256. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,482Holding current value
$727,256% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,938Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio