Northwest Financial Advisors Schwab Strategic Tr Us Dividen Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northwest Financial Advisors holds 148 shares of SCHD stock, worth $4,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
148Holding current value
$4,200% of portfolio
0.01%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