Shakespeare Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 4,309 shares of SCHD stock, worth $126,900. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,309
Previous 4,309
-0.0%
Holding current value
$126,900
Previous $335,000
8.66%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$340 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$272 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$263 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio