Diversify Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 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 43,288 shares of SCHD stock, worth $1.19 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
43,288
Previous 11,590
273.49%
Holding current value
$1.19 Million
Previous $894 Million
37.22%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,763Shares Held
277MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio