Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History
Accordant Advisory Group Inc
- $104 Billion
- Q4 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 6,075 shares of SCHD stock, worth $172,894. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,075
Previous 2,025
200.0%
Holding current value
$172,894
Previous $171 Million
3.04%
% of portfolio
0.16%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio