Prossimo Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Prossimo Advisors, LLC
- $138 Million
- Q4 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 26,817 shares of SCHD stock, worth $752,216. This represents 0.53% of its overall portfolio holdings.
Number of Shares
26,817
Previous 8,939
200.0%
Holding current value
$752,216
Previous $756,000
3.04%
% of portfolio
0.53%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio