Weaver Consulting Group Schwab Strategic Tr Us Dividen Transaction History
Weaver Consulting Group
- $293 Million
- Q4 2024
A detailed history of Weaver Consulting Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Weaver Consulting Group holds 97,310 shares of SCHD stock, worth $2.71 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
97,310
Previous 31,704
206.93%
Holding current value
$2.71 Million
Previous $2.68 Million
0.78%
% of portfolio
0.91%
Previous 0.93%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio