Lji Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
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
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Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio