Sk Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Sk Wealth Management, LLC
- $196 Billion
- Q4 2024
A detailed history of Sk Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sk Wealth Management, LLC holds 15,927 shares of SCHD stock, worth $453,282. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,927
Previous 16,072
0.9%
Holding current value
$453,282
Previous $441 Million
1.44%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio