Tfg Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Tfg Advisers LLC
- $274 Million
- Q4 2024
A detailed history of Tfg Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tfg Advisers LLC holds 13,390 shares of SCHD stock, worth $374,250. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,390
Previous 3,908
242.63%
Holding current value
$374,250
Previous $330,000
10.61%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio