Sendero Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Sendero Wealth Management, LLC
- $627 Million
- Q4 2024
A detailed history of Sendero Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 301,260 shares of SCHD stock, worth $8.44 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
301,260
Previous 88,657
239.8%
Holding current value
$8.44 Million
Previous $7.49 Million
9.82%
% of portfolio
1.31%
Previous 1.22%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall 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$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio