Viawealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Viawealth, LLC
- $161 Billion
- Q2 2024
A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 26,426 shares of SCHD stock, worth $2.23 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
26,426
Previous 26,339
0.33%
Holding current value
$2.23 Million
Previous $2.12 Billion
3.24%
% of portfolio
1.27%
Previous 1.33%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares 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