Vital Stone Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vital Stone Financial, LLC holds 13,519 shares of SCHD stock, worth $368,933. This represents 0.81% of its overall portfolio holdings.
Number of Shares
13,519
Previous 14,453
6.46%
Holding current value
$368,933
Previous $1.12 Million
1.69%
% of portfolio
0.81%
Previous 0.84%
Shares
8 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$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio