Tcg Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Tcg Advisory Services, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Tcg Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tcg Advisory Services, LLC holds 12,494 shares of SCHD stock, worth $350,706. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,494
Previous 8,809
41.83%
Holding current value
$350,706
Previous $684,000
54.39%
% of portfolio
0.05%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio