Viawealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Viawealth, LLC
- $166 Billion
- Q4 2024
A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 91,505 shares of SCHD stock, worth $2.56 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
91,505
Previous 27,457
233.27%
Holding current value
$2.56 Million
Previous $2.32 Billion
7.71%
% of portfolio
1.51%
Previous 1.35%
Shares
9 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