Evensky & Katz LLC Schwab Strategic Tr Us Dividen Transaction History
Evensky & Katz LLC
- $1.54 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
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
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Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio