Pathway Financial Advisers, LLC Schwab Strategic Tr Us Dividen Transaction History
Pathway Financial Advisers, LLC
- $292 Million
- Q4 2024
A detailed history of Pathway Financial Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pathway Financial Advisers, LLC holds 149,849 shares of SCHD stock, worth $4.09 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
149,849
Previous 49,502
202.71%
Holding current value
$4.09 Million
Previous $4.18 Billion
99.9%
% of portfolio
1.4%
Previous 1.89%
Shares
8 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