Focus Financial Network Inc /Adv Schwab Strategic Tr Us Dividen Transaction History
Focus Financial Network Inc /Adv
- $2.66 Trillion
- Q4 2023
A detailed history of Focus Financial Network Inc /Adv transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Focus Financial Network Inc /Adv holds 1,258,786 shares of SCHD stock, worth $35.4 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
1,258,786Holding current value
$35.4 Million% of portfolio
3.6%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall 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