Sensible Money, LLC Schwab Strategic Tr Us Dividen Transaction History
Sensible Money, LLC
- $186 Billion
- Q1 2024
A detailed history of Sensible Money, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sensible Money, LLC holds 3,309 shares of SCHD stock, worth $275,805. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,309
Previous 3,307
0.06%
Holding current value
$275,805
Previous $252 Million
5.95%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio