Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Us Dividen Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 24 shares of SCHD stock, worth $673. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 399
93.98%
Holding current value
$673
Previous $33,000
100.0%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio