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 $169,067. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,075
Previous 2,025
200.0%
Holding current value
$169,067
Previous $171 Million
3.04%
% of portfolio
0.16%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio