Spring Vest Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 99,925 shares of SCHD stock, worth $2.77 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
99,925Holding current value
$2.77 Million% of portfolio
2.34%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall 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
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$721 Million4.56% of portfolio