Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Group, LLC holds 24,684 shares of SCHD stock, worth $695,348. This represents 0.74% of its overall portfolio holdings.
Number of Shares
24,684
Previous 23,167
6.55%
Holding current value
$695,348
Previous $1.8 Million
15.82%
% of portfolio
0.74%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio