Tru Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 106,372 shares of SCHD stock, worth $2.93 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,372
Previous 107,620
1.16%
Holding current value
$2.93 Million
Previous $8.37 Million
7.45%
% of portfolio
0.56%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio