Abbrea Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Abbrea Capital, LLC
- $755 Million
- Q2 2024
A detailed history of Abbrea Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abbrea Capital, LLC holds 31,150 shares of SCHD stock, worth $2.63 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
31,150
Previous 32,887
5.28%
Holding current value
$2.63 Million
Previous $2.65 Million
7.69%
% of portfolio
0.32%
Previous 0.35%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio