Meadow Creek Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Meadow Creek Wealth Advisors LLC
- $137 Million
- Q4 2024
A detailed history of Meadow Creek Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 10,005 shares of SCHD stock, worth $254,327. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,005
Previous 3,335
200.0%
Holding current value
$254,327
Previous $281,000
2.85%
% of portfolio
0.2%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio