Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Foster Victor Wealth Advisors, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 54,729 shares of SCHD stock, worth $1.54 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
54,729Holding current value
$1.54 Million% of portfolio
0.12%Shares
2 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
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio