Welch Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Welch Group, LLC

$2.29 Billion
Q3 2024

A detailed history of Welch Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Welch Group, LLC holds 2,575 shares of SCHD stock, worth $69,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,575

Holding current value

$69,731

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $198,326 - $219,029	2,575 New	2,575 $217,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$312 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$250 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$242 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$230 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$201 Million
0.05% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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