Wbh Advisory Inc Schwab Strategic Tr Us Dividen Transaction History
Wbh Advisory Inc
- $980 Million
- Q2 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wbh Advisory Inc holds 42,281 shares of SCHD stock, worth $3.41 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
42,281
Previous 37,749
12.01%
Holding current value
$3.41 Million
Previous $3.04 Million
8.02%
% of portfolio
0.34%
Previous 0.32%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$875 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$785 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$738 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$721 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$627 Million5.64% of portfolio