Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 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 35,853 shares of SCHD stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
35,853
Previous 35,853
-0.0%
Holding current value
$1.02 Million
Previous $979,000
-0.0%
% of portfolio
0.18%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio