Wealthgarden F.S. LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthgarden F.S. LLC
- $1.64 Trillion
- Q3 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 71,098 shares of SCHD stock, worth $1.94 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
71,098
Previous 25,183
182.33%
Holding current value
$1.94 Million
Previous $1.96 Billion
206.91%
% of portfolio
0.37%
Previous 2.06%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio