Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Dividen Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 75,277 shares of SCHD stock, worth $2.05 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
75,277
Previous 82,965
9.27%
Holding current value
$2.05 Million
Previous $0
Infinity%
% of portfolio
0.35%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio