Wade Financial Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 12,333 shares of SCHD stock, worth $347,913. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,333Holding current value
$347,913% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,934Shares Held
822MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio