Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Asset Management, LLC holds 182 shares of SCHD stock, worth $5,123. This represents 0.01% of its overall portfolio holdings.
Number of Shares
182
Previous 604
69.87%
Holding current value
$5,123
Previous $47 Million
67.18%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,938Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$755 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$732 Million4.56% of portfolio