United Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Advisor Group, LLC holds 17,169 shares of SCHD stock, worth $468,542. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,169
Previous 12,977
32.3%
Holding current value
$468,542
Previous $1.01 Million
43.81%
% of portfolio
0.34%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio