Tfg Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Tfg Advisers LLC
- $272 Million
- Q1 2025
A detailed history of Tfg Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tfg Advisers LLC holds 15,550 shares of SCHD stock, worth $406,943. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,550
Previous 13,390
16.13%
Holding current value
$406,943
Previous $365,000
18.9%
% of portfolio
0.16%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,999Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio