Collaborative Wealth Managment Inc. Schwab Strategic Tr Us Dividen Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 38,564 shares of SCHD stock, worth $1.07 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
38,564
Previous 12,852
200.06%
Holding current value
$1.07 Million
Previous $1.09 Million
3.04%
% of portfolio
0.49%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall 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$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio