Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abound Wealth Management holds 4,627 shares of SCHD stock, worth $128,584. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,627
Previous 1,515
205.41%
Holding current value
$128,584
Previous $128 Million
1.31%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,924Shares Held
814MCall Options Held
4.87MPut Options Held
2.74M-
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