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 $1.01 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
36,552
Previous 22,207
64.6%
Holding current value
$1.01 Million
Previous $1.48 Million
87.19%
% of portfolio
2.86%
Previous 1.63%
Shares
3 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$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio