Wealthstar Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthstar Advisors, LLC
- $220 Million
- Q4 2024
A detailed history of Wealthstar Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 15,978 shares of SCHD stock, worth $440,353. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,978Holding current value
$440,353% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio