Welch Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Welch Group, LLC
- $2.22 Billion
- Q4 2024
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 7,795 shares of SCHD stock, worth $218,493. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,795
Previous 2,575
202.72%
Holding current value
$218,493
Previous $217,000
2.3%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio