Tfg Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Tfg Advisers LLC
- $255 Million
- Q2 2024
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 3,733 shares of SCHD stock, worth $315,998. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,733
Previous 2,955
26.33%
Holding current value
$315,998
Previous $238,000
21.85%
% of portfolio
0.11%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall 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