Addison Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Addison Advisors LLC holds 1,863 shares of SCHD stock, worth $51,772. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,863
Previous 621
200.0%
Holding current value
$51,772
Previous $52,000
3.85%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,924Shares Held
814MCall Options Held
4.87MPut Options Held
2.74M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio