Summit Global Investments Schwab Strategic Tr Us Dividen Transaction History
Summit Global Investments
- $1.34 Billion
- Q1 2024
A detailed history of Summit Global Investments transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Global Investments holds 103,075 shares of SCHD stock, worth $8.02 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
103,075
Previous 170,500
39.55%
Holding current value
$8.02 Million
Previous $13 Million
35.97%
% of portfolio
0.62%
Previous 0.85%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio