West Michigan Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
West Michigan Advisors, LLC
- $296 Million
- Q4 2024
A detailed history of West Michigan Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Michigan Advisors, LLC holds 45,861 shares of SCHD stock, worth $1.27 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
45,861
Previous 15,211
201.5%
Holding current value
$1.27 Million
Previous $1.29 Million
2.57%
% of portfolio
0.42%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio