Welch Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Welch Group, LLC
- $2.3 Billion
- Q1 2025
A detailed history of Welch Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Welch Group, LLC holds 8,100 shares of SCHD stock, worth $205,902. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,100
Previous 7,795
3.91%
Holding current value
$205,902
Previous $212,000
5.19%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio