Transparent Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,647Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio