York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 19,894 shares of SCHD stock, worth $549,870. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,894
Previous 18,668
6.57%
Holding current value
$549,870
Previous $1.24 Million
21.13%
% of portfolio
0.38%
Previous 0.32%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall 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$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio