Diversify Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 46,822 shares of SCHD stock, worth $1.29 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
46,822
Previous 43,288
8.16%
Holding current value
$1.29 Million
Previous $1.23 Billion
3.13%
% of portfolio
0.07%
Previous 0.07%
Shares
4 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