Prossimo Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Prossimo Advisors, LLC
- $137 Million
- Q3 2024
A detailed history of Prossimo Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prossimo Advisors, LLC holds 8,939 shares of SCHD stock, worth $259,856. This represents 0.55% of its overall portfolio holdings.
Number of Shares
8,939
Previous 8,939
-0.0%
Holding current value
$259,856
Previous $695,000
8.78%
% of portfolio
0.55%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio