Whipplewood Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 62 shares of SCHD stock, worth $1,721. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62Holding current value
$1,721% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$256 Million0.06% of portfolio