Sagace Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
A detailed history of Sagace Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sagace Wealth Management LLC holds 47,825 shares of SCHD stock, worth $1.4 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
47,825
Previous 16,153
196.08%
Holding current value
$1.4 Million
Previous $1.31 Billion
4.64%
% of portfolio
1.06%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio