West Paces Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History
West Paces Advisors Inc.
- $439 Billion
- Q1 2025
A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Paces Advisors Inc. holds 4,289 shares of SCHD stock, worth $118,290. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,289
Previous 4,281
0.19%
Holding current value
$118,290
Previous $117 Million
2.54%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,955Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio