Fonville Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fonville Wealth Management LLC holds 11,338 shares of SCHD stock, worth $319,504. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,338
Previous 3,779
200.03%
Holding current value
$319,504
Previous $319 Million
3.02%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall 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$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio