Blue Rock Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Blue Rock Wealth Management LLC
- $95.1 Billion
- Q4 2024
A detailed history of Blue Rock Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 154,792 shares of SCHD stock, worth $4.37 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
154,792Holding current value
$4.37 Million% of portfolio
4.45%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio