Wfa Asset Management Corp Schwab Strategic Tr Us Dividen Transaction History
Wfa Asset Management Corp
- $185 Billion
- Q4 2024
A detailed history of Wfa Asset Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wfa Asset Management Corp holds 901,966 shares of SCHD stock, worth $24.9 Million. This represents 13.32% of its overall portfolio holdings.
Number of Shares
901,966
Previous 320,484
181.44%
Holding current value
$24.9 Million
Previous $27.1 Billion
9.04%
% of portfolio
13.32%
Previous 14.72%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall 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