Root Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,780 shares of SCHD stock, worth $231,712. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,780Holding current value
$231,712% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio