Financial Designs Corp Schwab Strategic Tr Us Dividen Transaction History
Financial Designs Corp
- $145 Billion
- Q2 2024
A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Designs Corp holds 41,243 shares of SCHD stock, worth $3.49 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
41,243
Previous 41,890
1.54%
Holding current value
$3.49 Million
Previous $3.38 Billion
5.05%
% of portfolio
2.2%
Previous 2.23%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio