Strategic Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Strategic Advisors LLC
- $500 Million
- Q1 2024
A detailed history of Strategic Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Advisors LLC holds 9,727 shares of SCHD stock, worth $749,173. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,727
Previous 9,726
0.01%
Holding current value
$749,173
Previous $740,000
5.95%
% of portfolio
0.16%
Previous 0.14%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio