Bank Plus Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 14,621 shares of SCHD stock, worth $406,902. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,621Holding current value
$406,902% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio