Constant Guidance Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Constant Guidance Financial LLC
- $96.2 Billion
- Q2 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 9,272 shares of SCHD stock, worth $260,635. This represents 0.47% of its overall portfolio holdings.
Number of Shares
9,272
Previous 9,272
-0.0%
Holding current value
$260,635
Previous $731 Million
37.61%
% of portfolio
0.47%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio