Triangle Securities Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Triangle Securities Wealth Management
- $374 Million
- Q4 2024
A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Triangle Securities Wealth Management holds 15,397 shares of SCHD stock, worth $424,341. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,397Holding current value
$424,341% of portfolio
0.11%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio