Smartleaf Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Smartleaf Asset Management LLC
- $415 Billion
- Q1 2024
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 35,348 shares of SCHD stock, worth $2.73 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
35,348
Previous 219
16040.64%
Holding current value
$2.73 Million
Previous $17 Million
15755.64%
% of portfolio
0.65%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio