Next Level Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 327,211 shares of SCHD stock, worth $9.34 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
327,211Holding current value
$9.34 Million% of portfolio
7.03%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio