Welch Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Welch Group, LLC
- $2.22 Billion
- Q4 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 7,795 shares of SCHD stock, worth $221,845. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,795
Previous 2,575
202.72%
Holding current value
$221,845
Previous $217,000
2.3%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio