Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Dividen Transaction History
Patrick M Sweeney & Associates, Inc
- $124 Billion
- Q2 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 3,766 shares of SCHD stock, worth $313,896. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,766
Previous 3,021
24.66%
Holding current value
$313,896
Previous $244 Million
16.07%
% of portfolio
0.23%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio