Wfa Asset Management Corp Schwab Strategic Tr Us Dividen Transaction History
Wfa Asset Management Corp
- $184 Billion
- Q3 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 320,484 shares of SCHD stock, worth $8.97 Million. This represents 14.72% of its overall portfolio holdings.
Number of Shares
320,484
Previous 362,054
11.48%
Holding current value
$8.97 Million
Previous $28.2 Billion
3.77%
% of portfolio
14.72%
Previous 15.9%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio