Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Aspen Wealth Strategies, LLC
- $155 Billion
- Q3 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 21,105 shares of SCHD stock, worth $594,527. This represents 1.15% of its overall portfolio holdings.
Number of Shares
21,105
Previous 21,739
2.92%
Holding current value
$594,527
Previous $1.79 Billion
0.31%
% of portfolio
1.15%
Previous 1.24%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio