Tru Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 106,372 shares of SCHD stock, worth $3.07 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,372
Previous 107,620
1.16%
Holding current value
$3.07 Million
Previous $8.37 Million
7.45%
% of portfolio
0.56%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,677Shares Held
275MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$322 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$293 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$267 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$258 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$238 Million4.66% of portfolio