Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Sar Wealth Management Group, LLC
- $111 Billion
- Q1 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 6,084 shares of SCHD stock, worth $468,589. This represents 0.44% of its overall portfolio holdings.
Number of Shares
6,084Holding current value
$468,589% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio