Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History
Advisory Resource Group
- $399 Million
- Q4 2024
A detailed history of Advisory Resource Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisory Resource Group holds 50,240 shares of SCHD stock, worth $1.38 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
50,240
Previous 16,560
203.38%
Holding current value
$1.38 Million
Previous $1.4 Million
1.93%
% of portfolio
0.34%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio