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 $54,596. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,981
Previous 1,981
-0.0%
Holding current value
$54,596
Previous $140,000
7.14%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
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
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio