Sagespring Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Sagespring Wealth Partners, LLC
- $3.79 Trillion
- Q4 2024
A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 73,125 shares of SCHD stock, worth $2.05 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
73,125Holding current value
$2.05 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$797 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$728 Million4.56% of portfolio