Clune & Associates, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Clune & Associates, Ltd.
- $301 Billion
- Q4 2024
A detailed history of Clune & Associates, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clune & Associates, Ltd. holds 32,964 shares of SCHD stock, worth $914,751. This represents 0.3% of its overall portfolio holdings.
Number of Shares
32,964Holding current value
$914,751% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio