Southland Equity Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Southland Equity Partners LLC
- $350 Billion
- Q2 2024
A detailed history of Southland Equity Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Southland Equity Partners LLC holds 147,139 shares of SCHD stock, worth $12.2 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
147,139
Previous 72,877
101.9%
Holding current value
$12.2 Million
Previous $5.88 Billion
94.71%
% of portfolio
3.27%
Previous 1.65%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,638Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$898 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$805 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$757 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$740 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$644 Million5.64% of portfolio