Drive Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Drive Wealth Management, LLC holds 11,861 shares of SCHD stock, worth $326,889. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,861
Previous 3,388
250.09%
Holding current value
$326,889
Previous $286,000
13.29%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut 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