Windsor Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,584 shares of SCHD stock, worth $44,082. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,584
Previous 189
738.1%
Holding current value
$44,082
Previous $14.7 Million
811.04%
% of portfolio
0.15%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% 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
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio