Adams Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
A detailed history of Adams Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adams Wealth Management holds 10,437 shares of SCHD stock, worth $286,391. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,437
Previous 10,931
4.52%
Holding current value
$286,391
Previous $849,000
3.89%
% of portfolio
0.2%
Previous 0.21%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio