Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Savvy Advisors, Inc.
- $307 Billion
- Q2 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savvy Advisors, Inc. holds 17,347 shares of SCHD stock, worth $488,664. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,347
Previous 12,163
42.62%
Holding current value
$488,664
Previous $981 Million
37.55%
% of portfolio
0.44%
Previous 0.57%
Shares
3 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$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio