4 Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
4 Wealth Advisors, Inc.
- $99.8 Billion
- Q4 2024
A detailed history of 4 Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 18,369 shares of SCHD stock, worth $510,474. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,369Holding current value
$510,474% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
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$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio