Laidlaw Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 2,671 shares of SCHD stock, worth $75,028. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,671Holding current value
$75,028% of portfolio
0.12%Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio