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 $713,241. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,482Holding current value
$713,241% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio