Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savvy Advisors, Inc. holds 215,101 shares of SCHD stock, worth $6.03 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
215,101
Previous 19,359
1011.12%
Holding current value
$6.03 Million
Previous $1.64 Billion
99.64%
% of portfolio
0.72%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
823MCall 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$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio