Successful Portfolios LLC Schwab Strategic Tr Us Dividen Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Successful Portfolios LLC holds 15,070 shares of SCHD stock, worth $416,534. This represents 0.28% of its overall portfolio holdings.
Number of Shares
15,070
Previous 5,048
198.53%
Holding current value
$416,534
Previous $426,000
3.52%
% of portfolio
0.28%
Previous 0.29%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio