Tfg Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Tfg Advisers LLC
- $274 Million
- Q3 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 3,908 shares of SCHD stock, worth $109,853. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,908
Previous 3,733
4.69%
Holding current value
$109,853
Previous $290,000
13.79%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio