Level Four Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 386,146 shares of SCHD stock, worth $10.6 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
386,146
Previous 406,345
4.97%
Holding current value
$10.6 Million
Previous $34.3 Million
69.29%
% of portfolio
0.46%
Previous 1.49%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio