Tsfg, LLC Schwab Strategic Tr Us Dividen Transaction History
Tsfg, LLC
- $397 Million
- Q1 2024
A detailed history of Tsfg, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tsfg, LLC holds 5,175 shares of SCHD stock, worth $402,408. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,175
Previous 24,674
79.03%
Holding current value
$402,408
Previous $1.88 Million
77.8%
% of portfolio
0.11%
Previous 0.59%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio