Viawealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Viawealth, LLC
- $172 Billion
- Q3 2024
A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 27,457 shares of SCHD stock, worth $764,128. This represents 1.35% of its overall portfolio holdings.
Number of Shares
27,457
Previous 26,426
3.9%
Holding current value
$764,128
Previous $2.05 Billion
12.95%
% of portfolio
1.35%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio