Verum Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Verum Partners LLC
- $310 Billion
- Q2 2024
A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verum Partners LLC holds 26,209 shares of SCHD stock, worth $2.15 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
26,209
Previous 36,398
27.99%
Holding current value
$2.15 Million
Previous $2.93 Billion
30.56%
% of portfolio
0.66%
Previous 1.04%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,654Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$919 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$836 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$762 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$735 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$680 Million4.66% of portfolio