Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Asset Management, LLC holds 182 shares of SCHD stock, worth $5,097. This represents 0.01% of its overall portfolio holdings.
Number of Shares
182
Previous 604
69.87%
Holding current value
$5,097
Previous $47 Million
67.18%
% of portfolio
0.01%
Previous 0.03%
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