Schrum Private Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Schrum Private Wealth Management LLC
- $118 Million
- Q4 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 28,544 shares of SCHD stock, worth $725,588. This represents 0.66% of its overall portfolio holdings.
Number of Shares
28,544
Previous 18,848
51.44%
Holding current value
$725,588
Previous $1.59 Million
51.1%
% of portfolio
0.66%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio