Constant Guidance Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Constant Guidance Financial LLC
- $122 Billion
- Q3 2024
A detailed history of Constant Guidance Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Constant Guidance Financial LLC holds 100,341 shares of SCHD stock, worth $2.82 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
100,341
Previous 9,272
982.19%
Holding current value
$2.82 Million
Previous $456 Million
1758.74%
% of portfolio
6.94%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio