Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Semus Wealth Partners LLC
- $119 Billion
- Q1 2024
A detailed history of Semus Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Semus Wealth Partners LLC holds 21,394 shares of SCHD stock, worth $1.66 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
21,394
Previous 40,122
46.68%
Holding current value
$1.66 Million
Previous $3.05 Billion
43.53%
% of portfolio
1.45%
Previous 2.5%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio