Register Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Register Financial Advisors LLC
- $199 Billion
- Q4 2024
A detailed history of Register Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Register Financial Advisors LLC holds 95,891 shares of SCHD stock, worth $2.69 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
95,891
Previous 31,805
201.5%
Holding current value
$2.69 Million
Previous $2.69 Billion
2.56%
% of portfolio
1.32%
Previous 1.38%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio