Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olistico Wealth, LLC holds 370 shares of SCHD stock, worth $10,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
370
Previous 366
1.09%
Holding current value
$10,500
Previous $28.5 Million
10.04%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$289 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$254 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$235 Million4.66% of portfolio