Windsor Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,584 shares of SCHD stock, worth $43,512. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,584
Previous 189
738.1%
Holding current value
$43,512
Previous $14.7 Million
811.04%
% of portfolio
0.15%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio