Wills Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Wills Financial Group, Inc.
- $204 Million
- Q2 2024
A detailed history of Wills Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wills Financial Group, Inc. holds 19,305 shares of SCHD stock, worth $1.63 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
19,305
Previous 19,344
0.2%
Holding current value
$1.63 Million
Previous $1.56 Million
3.72%
% of portfolio
0.73%
Previous 0.77%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio