Vigilare Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Vigilare Wealth Management
- $242 Million
- Q3 2024
A detailed history of Vigilare Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vigilare Wealth Management holds 3,080 shares of SCHD stock, worth $84,946. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,080
Previous 3,201
3.78%
Holding current value
$84,946
Previous $248,000
4.84%
% of portfolio
0.11%
Previous 0.11%
Shares
13 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