Activest Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Activest Wealth Management
- $332 Million
- Q4 2024
A detailed history of Activest Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Activest Wealth Management holds 7,424 shares of SCHD stock, worth $207,946. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,424
Previous 1,720
331.63%
Holding current value
$207,946
Previous $145,000
39.31%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio