Fairfield Financial Advisors, LTD Schwab Strategic Tr Us Dividen Transaction History
Fairfield Financial Advisors, LTD
- $294 Billion
- Q3 2024
A detailed history of Fairfield Financial Advisors, LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 513 shares of SCHD stock, worth $14,399. This represents 0.01% of its overall portfolio holdings.
Number of Shares
513
Previous 503
1.99%
Holding current value
$14,399
Previous $39.1 Million
10.84%
% of portfolio
0.01%
Previous 0.01%
Shares
10 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