Youngs Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Youngs Advisory Group, Inc.
- $241 Million
- Q3 2024
A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 6,841 shares of SCHD stock, worth $191,616. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,841
Previous 6,841
-0.0%
Holding current value
$191,616
Previous $531,000
8.85%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
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$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio