Silverlake Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Silverlake Wealth Management LLC
- $264 Billion
- Q3 2024
A detailed history of Silverlake Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 24,261 shares of SCHD stock, worth $712,060. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,261
Previous 22,274
8.92%
Holding current value
$712,060
Previous $1.73 Billion
18.4%
% of portfolio
0.78%
Previous 0.71%
Shares
12 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$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 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