True Private Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
True Private Wealth Advisors
- $851 Million
- Q2 2024
A detailed history of True Private Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Private Wealth Advisors holds 37,172 shares of SCHD stock, worth $3.13 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,172
Previous 24,089
54.31%
Holding current value
$3.13 Million
Previous $1.94 Million
48.82%
% of portfolio
0.34%
Previous 0.23%
Shares
28 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio