Momentum Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Momentum Advisors, LLC
- $96.6 Million
- Q4 2022
A detailed history of Momentum Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Momentum Advisors, LLC holds 36,552 shares of SCHD stock, worth $1.03 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
36,552
Previous 22,207
64.6%
Holding current value
$1.03 Million
Previous $1.48 Million
87.19%
% of portfolio
2.86%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio