Win Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History
Win Advisors, Inc
- $182 Million
- Q1 2025
A detailed history of Win Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Win Advisors, Inc holds 147,257 shares of SCHD stock, worth $3.75 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
147,257Holding current value
$3.75 Million% of portfolio
2.26%Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio