Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Sterling Investment Advisors, Ltd.
- $388 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio