Delap Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 23,219 shares of SCHD stock, worth $633,646. This represents 0.38% of its overall portfolio holdings.
Number of Shares
23,219Holding current value
$633,646% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio