Silverlake Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Silverlake Wealth Management LLC
- $244 Billion
- Q2 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 22,274 shares of SCHD stock, worth $1.89 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
22,274
Previous 23,291
4.37%
Holding current value
$1.89 Million
Previous $1.88 Billion
7.77%
% of portfolio
0.71%
Previous 0.96%
Shares
11 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$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio