Vision Point Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Vision Point Advisory Group, LLC
- $265 Million
- Q1 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 28,084 shares of SCHD stock, worth $734,958. This represents 0.3% of its overall portfolio holdings.
Number of Shares
28,084Holding current value
$734,958% of portfolio
0.3%Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,996Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio