Worth Financial Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 42,291 shares of SCHD stock, worth $1.17 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
42,291
Previous 41,885
0.97%
Holding current value
$1.17 Million
Previous $3.26 Billion
9.76%
% of portfolio
2.1%
Previous 2.14%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio