Kmg Fiduciary Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 27,094 shares of SCHD stock, worth $751,858. This represents 0.06% of its overall portfolio holdings.
Number of Shares
27,094
Previous 8,230
229.21%
Holding current value
$751,858
Previous $695,000
6.47%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio