Wernau Asset Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Wernau Asset Management Inc.
- $134 Billion
- Q4 2024
A detailed history of Wernau Asset Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wernau Asset Management Inc. holds 31,209 shares of SCHD stock, worth $856,374. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,209Holding current value
$856,374% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,946Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.36 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$996 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$736 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$714 Million4.56% of portfolio