Embree Financial Group Schwab Strategic Tr Us Dividen Transaction History
Embree Financial Group
- $520 Billion
- Q2 2024
A detailed history of Embree Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Embree Financial Group holds 21,294 shares of SCHD stock, worth $1.8 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
21,294
Previous 20,894
1.91%
Holding current value
$1.8 Million
Previous $1.68 Billion
1.71%
% of portfolio
0.32%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio