Truadvice, LLC Schwab Strategic Tr Us Dividen Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Truadvice, LLC holds 30,513 shares of SCHD stock, worth $855,279. This represents 0.94% of its overall portfolio holdings.
Number of Shares
30,513
Previous 19,746
54.53%
Holding current value
$855,279
Previous $1.43 Million
50.66%
% of portfolio
0.94%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio