Wealthfront Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthfront Advisers LLC
- $28.5 Billion
- Q1 2024
A detailed history of Wealthfront Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthfront Advisers LLC holds 5,116,593 shares of SCHD stock, worth $402 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
5,116,593
Previous 5,282,860
3.15%
Holding current value
$402 Million
Previous $402 Million
2.58%
% of portfolio
1.45%
Previous 1.55%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,634Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$852 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$764 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$719 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$611 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$566 Million0.06% of portfolio