Wealth Management Resources, Inc. Schwab Strategic Tr Us Dividen Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 865,387 shares of SCHD stock, worth $24.6 Million. This represents 8.72% of its overall portfolio holdings.
Number of Shares
865,387
Previous 306,392
182.44%
Holding current value
$24.6 Million
Previous $25.9 Million
8.71%
% of portfolio
8.72%
Previous 10.35%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio