Advisor Net Financial, Inc Schwab Strategic Tr Us Dividen Transaction History
Advisor Net Financial, Inc
- $1.27 Billion
- Q1 2025
A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Net Financial, Inc holds 887,612 shares of SCHD stock, worth $22.6 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
887,612
Previous 783,068
13.35%
Holding current value
$22.6 Million
Previous $21.4 Million
14.43%
% of portfolio
1.93%
Previous 1.9%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio