Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 13,318 shares of SCHD stock, worth $1.13 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,318
Previous 13,318
-0.0%
Holding current value
$1.13 Million
Previous $1.04 Million
-0.0%
% of portfolio
0.23%
Previous 0.23%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio