Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 46,895 shares of SCHD stock, worth $3.96 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
46,895
Previous 51,651
9.21%
Holding current value
$3.96 Million
Previous $4.16 Million
12.44%
% of portfolio
0.05%
Previous 0.05%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio