Wealth Alliance Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Alliance Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Wealth Alliance Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 18,919 shares of SCHD stock, worth $526,515. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,919
Previous 2,973
536.36%
Holding current value
$526,515
Previous $251,000
105.58%
% of portfolio
0.12%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio