Sensible Money, LLC Schwab Strategic Tr Us Dividen Transaction History
Sensible Money, LLC
- $228 Billion
- Q4 2024
A detailed history of Sensible Money, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sensible Money, LLC holds 8,539 shares of SCHD stock, worth $235,334. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,539
Previous 2,846
200.04%
Holding current value
$235,334
Previous $241 Million
3.03%
% of portfolio
0.1%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio