Westmount Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westmount Partners, LLC holds 11,908 shares of SCHD stock, worth $331,399. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,908
Previous 3,969
200.03%
Holding current value
$331,399
Previous $336 Million
3.03%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
324MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio