Northeast Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Northeast Financial Group, Inc.
- $226 Billion
- Q1 2024
A detailed history of Northeast Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northeast Financial Group, Inc. holds 193,500 shares of SCHD stock, worth $15 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
193,500
Previous 196,548
1.55%
Holding current value
$15 Million
Previous $15 Billion
4.27%
% of portfolio
6.9%
Previous 7.33%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio