Soltis Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 88,313 shares of SCHD stock, worth $7.47 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
88,313
Previous 117,716
24.98%
Holding current value
$7.47 Million
Previous $9.49 Million
27.65%
% of portfolio
0.73%
Previous 1.07%
Shares
19 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio