Rfg Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 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 750,119 shares of SCHD stock, worth $21 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
750,119
Previous 242,339
209.53%
Holding current value
$21 Million
Previous $20.5 Million
0.04%
% of portfolio
0.6%
Previous 0.64%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall 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
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio