Buska Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Buska Wealth Management, LLC
- $312 Billion
- Q4 2024
A detailed history of Buska Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Buska Wealth Management, LLC holds 35,597 shares of SCHD stock, worth $993,868. This represents 0.31% of its overall portfolio holdings.
Number of Shares
35,597
Previous 11,611
206.58%
Holding current value
$993,868
Previous $981 Million
0.91%
% of portfolio
0.31%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio