Iron Horse Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 651 shares of SCHD stock, worth $18,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
651
Previous 215
202.79%
Holding current value
$18,071
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio