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 $117,721. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,309
Previous 4,309
-0.0%
Holding current value
$117,721
Previous $335,000
8.66%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
281MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio