Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brown, Lisle/Cummings, Inc.
- $307 Billion
- Q2 2024
A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 2,170 shares of SCHD stock, worth $179,480. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,170
Previous 20
10750.0%
Holding current value
$179,480
Previous $1.61 Million
10361.19%
% of portfolio
0.05%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio