Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History
Accordant Advisory Group Inc
- $106 Billion
- Q2 2024
A detailed history of Accordant Advisory Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accordant Advisory Group Inc holds 2,000 shares of SCHD stock, worth $162,220. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,900
31.03%
Holding current value
$162,220
Previous $234 Million
33.49%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio