Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History
Foguth Wealth Management, Llc.
- $275 Billion
- Q3 2024
A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 72,634 shares of SCHD stock, worth $2.04 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
72,634
Previous 55,825
30.11%
Holding current value
$2.04 Million
Previous $4.34 Billion
40.82%
% of portfolio
2.22%
Previous 1.91%
Shares
3 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