Fma Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Fma Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Fma Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fma Wealth Management, LLC holds 94,024 shares of SCHD stock, worth $2.57 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
94,024
Previous 31,116
202.17%
Holding current value
$2.57 Million
Previous $2.63 Billion
2.34%
% of portfolio
1.91%
Previous 1.91%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio