Milestone Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Wealth, LLC holds 91 shares of SCHD stock, worth $2,313. This represents 0.01% of its overall portfolio holdings.
Number of Shares
91
Previous 91
-0.0%
Holding current value
$2,313
Previous $7,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares 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