Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,529 shares of SCHD stock, worth $361,085. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,529
Previous 12,738
1.64%
Holding current value
$361,085
Previous $990,000
6.97%
% of portfolio
0.2%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,677Shares Held
275MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$322 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$293 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$267 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$258 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$238 Million4.66% of portfolio