Drucker Wealth 3.0, LLC Schwab Strategic Tr Us Dividen Transaction History
Drucker Wealth 3.0, LLC
- $416 Billion
- Q3 2024
A detailed history of Drucker Wealth 3.0, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Drucker Wealth 3.0, LLC holds 3,303 shares of SCHD stock, worth $92,715. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,303
Previous 3,490
5.36%
Holding current value
$92,715
Previous $271 Million
2.88%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio