Buska Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Buska Wealth Management, LLC
- $295 Million
- Q3 2024
A detailed history of Buska Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Buska Wealth Management, LLC holds 35,597 shares of SCHD stock, worth $989,240. This represents 1.02% of its overall portfolio holdings.
Number of Shares
35,597
Previous 11,611
206.58%
Holding current value
$989,240
Previous $981 Million
99.69%
% of portfolio
1.02%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio