Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 449,710 shares of SCHD stock, worth $12.3 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
449,710
Previous 429,158
4.79%
Holding current value
$12.3 Million
Previous $33.4 Million
13.91%
% of portfolio
1.11%
Previous 1.06%
Shares
18 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