Hc Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
A detailed history of Hc Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hc Financial Advisors Inc holds 3,113 shares of SCHD stock, worth $85,856. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,113
Previous 3,113
-0.0%
Holding current value
$85,856
Previous $246,000
9.35%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio