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 $3.05 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
110,598
Previous 40,575
172.58%
Holding current value
$3.05 Million
Previous $3.43 Million
11.92%
% of portfolio
0.21%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio