Channel Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Channel Wealth LLC
- $322 Billion
- Q1 2025
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 240,605 shares of SCHD stock, worth $6.12 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
240,605
Previous 206,440
16.55%
Holding current value
$6.12 Million
Previous $5.64 Billion
19.28%
% of portfolio
2.09%
Previous 1.84%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio