Accredited Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 231,204 shares of SCHD stock, worth $6.43 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
231,204Holding current value
$6.43 Million% of portfolio
5.53%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall 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$791 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio