Tfb Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Tfb Advisors LLC
- $332 Million
- Q3 2024
A detailed history of Tfb Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tfb Advisors LLC holds 4,676 shares of SCHD stock, worth $135,931. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,676
Previous 4,570
2.32%
Holding current value
$135,931
Previous $355,000
11.27%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$221 Million0.05% of portfolio