Waterford Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,329 shares of SCHD stock, worth $94,477. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,329
Previous 3,329
-0.0%
Holding current value
$94,477
Previous $268,000
3.73%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$289 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$254 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$235 Million4.66% of portfolio