Db Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 1,981 shares of SCHD stock, worth $53,962. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,981
Previous 1,981
-0.0%
Holding current value
$53,962
Previous $140,000
7.14%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio