Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Foguth Wealth Management, Llc.
- $382 Billion
- Q4 2024
A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 261,167 shares of SCHD stock, worth $7.32 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
261,167
Previous 72,634
259.57%
Holding current value
$7.32 Million
Previous $6.11 Billion
19.93%
% of portfolio
1.92%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio