Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Strategic Financial Partners, Ltd.
- $181 Million
- Q2 2024
A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 3,205 shares of SCHD stock, worth $270,886. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,205
Previous 3,205
-0.0%
Holding current value
$270,886
Previous $258,000
3.49%
% of portfolio
0.14%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares 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