Sanchez Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Sanchez Wealth Management Group
- $341 Million
- Q1 2025
A detailed history of Sanchez Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sanchez Wealth Management Group holds 15,829 shares of SCHD stock, worth $402,373. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,829
Previous 15,829
-0.0%
Holding current value
$402,373
Previous $432,000
0.93%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio