Wcg Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 110,598 shares of SCHD stock, worth $2.81 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
110,598
Previous 40,575
172.58%
Holding current value
$2.81 Million
Previous $3.43 Million
11.92%
% of portfolio
0.21%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio