Strateg Iq Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Strateg Iq Financial Group, LLC
- $863 Million
- Q4 2023
A detailed history of Strateg Iq Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strateg Iq Financial Group, LLC holds 14,156 shares of SCHD stock, worth $1.2 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,156
Previous 14,011
1.03%
Holding current value
$1.2 Million
Previous $991,000
8.68%
% of portfolio
0.12%
Previous 0.12%
Shares
25 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$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio