Whelan Financial Schwab Strategic Tr Us Dividen Transaction History
Whelan Financial
- $243 Million
- Q3 2024
A detailed history of Whelan Financial transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Whelan Financial holds 547,128 shares of SCHD stock, worth $15.2 Million. This represents 19.05% of its overall portfolio holdings.
Number of Shares
547,128
Previous 538,157
1.67%
Holding current value
$15.2 Million
Previous $41.8 Million
10.52%
% of portfolio
19.05%
Previous 18.69%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio