Sunbelt Securities, Inc. Schwab Strategic Tr Us Dividen Transaction History
Sunbelt Securities, Inc.
- $897 Million
- Q2 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 117,507 shares of SCHD stock, worth $9.95 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
117,507
Previous 109,975
6.85%
Holding current value
$9.95 Million
Previous $8.87 Million
3.04%
% of portfolio
1.02%
Previous 1.06%
Shares
14 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