Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History
Onyx Bridge Wealth Group LLC
- $667 Million
- Q4 2024
A detailed history of Onyx Bridge Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 477,308 shares of SCHD stock, worth $13.3 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
477,308
Previous 141,930
236.3%
Holding current value
$13.3 Million
Previous $12 Million
8.69%
% of portfolio
1.96%
Previous 1.88%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio