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 $3.02 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,372
Previous 107,620
1.16%
Holding current value
$3.02 Million
Previous $8.37 Million
7.45%
% of portfolio
0.56%
Previous 0.56%
Shares
11 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$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$289 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$254 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$235 Million4.66% of portfolio