Ted Buchan & CO Schwab Strategic Tr Us Dividen Transaction History
Ted Buchan & CO
- $211 Billion
- Q3 2024
A detailed history of Ted Buchan & CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ted Buchan & CO holds 94,451 shares of SCHD stock, worth $2.75 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
94,451
Previous 94,741
0.31%
Holding current value
$2.75 Million
Previous $7.37 Billion
8.37%
% of portfolio
3.79%
Previous 3.95%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,719Shares Held
280MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$240 Million4.66% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$221 Million0.05% of portfolio