Liberty Square Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Liberty Square Wealth Partners LLC
- $274 Billion
- Q4 2024
A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 582,967 shares of SCHD stock, worth $16.4 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
582,967Holding current value
$16.4 Million% of portfolio
5.91%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio