Dominguez Wealth Management Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History
Dominguez Wealth Management Solutions, Inc.
- $137 Billion
- Q4 2024
A detailed history of Dominguez Wealth Management Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dominguez Wealth Management Solutions, Inc. holds 23,818 shares of SCHD stock, worth $667,142. This represents 0.47% of its overall portfolio holdings.
Number of Shares
23,818
Previous 7,913
201.0%
Holding current value
$667,142
Previous $669 Million
2.72%
% of portfolio
0.47%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio