Note Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Note Advisors, LLC
- $113 Billion
- Q4 2024
A detailed history of Note Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Note Advisors, LLC holds 48,385 shares of SCHD stock, worth $1.36 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
48,385Holding current value
$1.36 Million% of portfolio
1.17%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio