Burns Matteson Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Burns Matteson Capital Management, LLC
- $159 Billion
- Q2 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 82,924 shares of SCHD stock, worth $6.81 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
82,924
Previous 82,729
0.24%
Holding current value
$6.81 Million
Previous $6.67 Billion
3.33%
% of portfolio
4.05%
Previous 4.31%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,637Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$891 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$799 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$751 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$734 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$639 Million5.64% of portfolio