Channel Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Channel Wealth LLC
- $307 Billion
- Q4 2024
A detailed history of Channel Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Channel Wealth LLC holds 206,440 shares of SCHD stock, worth $5.69 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
206,440
Previous 52,472
293.43%
Holding current value
$5.69 Million
Previous $4.44 Billion
27.16%
% of portfolio
1.84%
Previous 1.46%
Shares
8 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$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio