Sunesis Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Sunesis Advisors, LLC
- $170 Million
- Q1 2024
A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sunesis Advisors, LLC holds 10,133 shares of SCHD stock, worth $781,355. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,133Holding current value
$781,355% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,647Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio