New Century Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
New Century Financial Group, LLC
- $235 Billion
- Q4 2024
A detailed history of New Century Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Century Financial Group, LLC holds 16,531 shares of SCHD stock, worth $463,363. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,531
Previous 5,515
199.75%
Holding current value
$463,363
Previous $466 Million
2.71%
% of portfolio
0.19%
Previous 0.17%
Shares
2 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$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio