Journey Beyond Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Journey Beyond Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Journey Beyond Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 183,299 shares of SCHD stock, worth $5.09 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
183,299Holding current value
$5.09 Million% of portfolio
4.71%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall 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$791 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio