New England Guild Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 10,034 shares of SCHD stock, worth $276,737. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,034
Previous 10,034
-0.0%
Holding current value
$276,737
Previous $667,000
13.64%
% of portfolio
0.4%
Previous 0.4%
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$1.37 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