Souders Financial Advisors Schwab Strategic Tr Us Dividen Transaction History
Souders Financial Advisors
- $639 Million
- Q2 2024
A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Souders Financial Advisors holds 313,121 shares of SCHD stock, worth $26.5 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
313,121
Previous 302,292
3.58%
Holding current value
$26.5 Million
Previous $24.4 Million
0.1%
% of portfolio
3.81%
Previous 4.0%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall 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