Topsail Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 14,142 shares of SCHD stock, worth $393,006. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,142Holding current value
$393,006% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio