Frisch Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Frisch Financial Group, Inc.
- $330 Million
- Q4 2024
A detailed history of Frisch Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Frisch Financial Group, Inc. holds 10,141 shares of SCHD stock, worth $279,688. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,141
Previous 3,517
188.34%
Holding current value
$279,688
Previous $297,000
6.73%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio