Talisman Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 48,449 shares of SCHD stock, worth $4.1 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
48,449
Previous 44,453
8.99%
Holding current value
$4.1 Million
Previous $3.58 Million
5.11%
% of portfolio
4.37%
Previous 4.52%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio