Strategy Asset Managers LLC Schwab Strategic Tr Us Dividen Transaction History
Strategy Asset Managers LLC
- $518 Million
- Q3 2024
A detailed history of Strategy Asset Managers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategy Asset Managers LLC holds 3,921 shares of SCHD stock, worth $109,748. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,921Holding current value
$109,748% of portfolio
0.06%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio