Ropes Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 6,104 shares of SCHD stock, worth $472,754. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,104
Previous 4,043
50.98%
Holding current value
$472,754
Previous $293,000
47.1%
% of portfolio
0.08%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio