Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 6,597 shares of SCHD stock, worth $185,177. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,597Holding current value
$185,177% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio