Private Client Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Client Services, LLC holds 16,877 shares of SCHD stock, worth $465,467. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,877
Previous 16,841
0.21%
Holding current value
$465,467
Previous $460 Million
2.56%
% of portfolio
0.23%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio