Kellett Schaffner Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 62,000 shares of SCHD stock, worth $1.69 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
62,000
Previous 63,398
2.21%
Holding current value
$1.69 Million
Previous $4.93 Million
6.31%
% of portfolio
4.92%
Previous 3.98%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
281MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio