Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 87,742 shares of SCHD stock, worth $2.42 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
87,742
Previous 29,520
197.23%
Holding current value
$2.42 Million
Previous $2.5 Billion
3.94%
% of portfolio
0.31%
Previous 0.34%
Shares
9 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