Bank Plus Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 14,621 shares of SCHD stock, worth $405,878. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,621Holding current value
$405,878% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio