Waterford Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Waterford Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,329 shares of SCHD stock, worth $92,413. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,329
Previous 3,329
-0.0%
Holding current value
$92,413
Previous $258,000
8.91%
% of portfolio
0.14%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$256 Million0.06% of portfolio