Iams Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,101 shares of SCHD stock, worth $171,865. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,101Holding current value
$171,865% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio