Sfmg, LLC Schwab Strategic Tr Us Dividen Transaction History

Sfmg, LLC

$1.21 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $241,833 - $268,501	3,441 New	3,441 $251,000
Q4 2018 Feb 12, 2019	SELL	N/A	-4,584 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	4,584 New	4,584 $231,000

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$417 Million
4.17% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$318 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$305 Million
8.18% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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