Fountainhead Am, LLC Schwab Strategic Tr Us Dividen Transaction History
Fountainhead Am, LLC
- $518 Million
- Q4 2024
A detailed history of Fountainhead Am, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fountainhead Am, LLC holds 14,824 shares of SCHD stock, worth $404,546. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,824
Previous 5,492
169.92%
Holding current value
$404,546
Previous $464,000
12.93%
% of portfolio
0.08%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares 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