Dominguez Wealth Management Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History
Dominguez Wealth Management Solutions, Inc.
- $138 Billion
- Q3 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 7,913 shares of SCHD stock, worth $222,434. This represents 0.48% of its overall portfolio holdings.
Number of Shares
7,913
Previous 7,859
0.69%
Holding current value
$222,434
Previous $611 Million
9.46%
% of portfolio
0.48%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio