Wealth Collab, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Collab, LLC
- $157 Billion
- Q4 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Collab, LLC holds 8,537 shares of SCHD stock, worth $232,974. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,537
Previous 2,843
200.28%
Holding current value
$232,974
Previous $240 Million
2.93%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio