Wade Financial Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 12,333 shares of SCHD stock, worth $345,447. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,333Holding current value
$345,447% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio