Avalon Trust CO Schwab Strategic Tr Us Dividen Transaction History
Avalon Trust CO
- $1.26 Trillion
- Q2 2024
A detailed history of Avalon Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avalon Trust CO holds 1,140 shares of SCHD stock, worth $32,045. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,140
Previous 1,140
-0.0%
Holding current value
$32,045
Previous $91.9 Million
3.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio