Duncan Williams Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Duncan Williams Asset Management, LLC
- $277 Billion
- Q1 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 1,044,607 shares of SCHD stock, worth $26.8 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
1,044,607
Previous 948,172
10.17%
Holding current value
$26.8 Million
Previous $25.9 Billion
12.75%
% of portfolio
10.55%
Previous 10.2%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio