Commonwealth Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Commonwealth Financial Services, LLC
- $510 Billion
- Q4 2024
A detailed history of Commonwealth Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 9,616 shares of SCHD stock, worth $269,344. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,616
Previous 2,581
272.57%
Holding current value
$269,344
Previous $218 Million
20.48%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall 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