Commonwealth Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Commonwealth Financial Services, LLC
- $510 Billion
- Q4 2024
A detailed history of Commonwealth Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 9,616 shares of SCHD stock, worth $273,671. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,616
Previous 2,581
272.57%
Holding current value
$273,671
Previous $218 Million
20.48%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio