Spectrum Wealth Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History
Spectrum Wealth Counsel, LLC
- $851 Billion
- Q4 2024
A detailed history of Spectrum Wealth Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 142,639 shares of SCHD stock, worth $4.02 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
142,639
Previous 47,018
203.37%
Holding current value
$4.02 Million
Previous $3.97 Billion
1.95%
% of portfolio
0.46%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,929Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio