Ci Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,005,987 shares of SCHD stock, worth $28.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,005,987
Previous 1,487,056
32.35%
Holding current value
$28.6 Million
Previous $126 Million
78.14%
% of portfolio
0.04%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio