Alpha Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 10,614 shares of SCHD stock, worth $302,923. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,614Holding current value
$302,923% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio