Sage View Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,308 shares of SCHD stock, worth $280,022. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,308
Previous 33,319
90.07%
Holding current value
$280,022
Previous $1.9 Billion
86.46%
% of portfolio
0.01%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio