Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 13,502 shares of SCHD stock, worth $372,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,502
Previous 13,502
-0.0%
Holding current value
$372,115
Previous $368,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio