Wingate Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 58,962 shares of SCHD stock, worth $1.65 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
58,962Holding current value
$1.65 Million% of portfolio
1.58%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio