Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 444,372 shares of SCHD stock, worth $34.6 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
444,372
Previous 430,699
3.17%
Holding current value
$34.6 Million
Previous $32.8 Million
9.27%
% of portfolio
1.19%
Previous 1.31%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio