Spotlight Asset Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 700 shares of SCHD stock, worth $18,599. This represents 0.04% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$18,599
Previous $56,000
3.57%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio