Meridian Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Meridian Financial, LLC
- $145 Billion
- Q4 2024
A detailed history of Meridian Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meridian Financial, LLC holds 358,527 shares of SCHD stock, worth $9.95 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
358,527
Previous 121,207
195.8%
Holding current value
$9.95 Million
Previous $10.2 Billion
4.4%
% of portfolio
6.76%
Previous 6.84%
Shares
13 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
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio