Rfg Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Rfg Advisory, LLC
- $2.86 Billion
- Q1 2024
A detailed history of Rfg Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rfg Advisory, LLC holds 189,254 shares of SCHD stock, worth $14.7 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
189,254
Previous 339,729
44.29%
Holding current value
$14.7 Million
Previous $25.9 Million
41.0%
% of portfolio
0.53%
Previous 1.03%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio