Weaver Consulting Group Schwab Strategic Tr Us Dividen Transaction History
Weaver Consulting Group
- $264 Million
- Q2 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 31,704 shares of SCHD stock, worth $913,709. This represents 0.93% of its overall portfolio holdings.
Number of Shares
31,704
Previous 31,203
1.61%
Holding current value
$913,709
Previous $2.52 Million
1.99%
% of portfolio
0.93%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,674Shares Held
275MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$322 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$293 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$267 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$258 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$238 Million4.66% of portfolio