Martin Worley Group Schwab Strategic Tr Us Dividen Transaction History
Martin Worley Group
- $160 Billion
- Q4 2024
A detailed history of Martin Worley Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martin Worley Group holds 171,429 shares of SCHD stock, worth $4.74 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
171,429Holding current value
$4.74 Million% of portfolio
2.93%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall 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$787 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio