Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History
Accordant Advisory Group Inc
- $102 Billion
- Q1 2025
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 8,545 shares of SCHD stock, worth $233,449. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,545
Previous 6,075
40.66%
Holding current value
$233,449
Previous $166 Million
43.95%
% of portfolio
0.23%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio