Venturi Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 578 shares of SCHD stock, worth $44,517. This represents 0.0% of its overall portfolio holdings.
Number of Shares
578
Previous 577
0.17%
Holding current value
$44,517
Previous $43,000
6.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio