Addison Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Addison Advisors LLC
- $340 Million
- Q3 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 621 shares of SCHD stock, worth $17,058. This represents 0.02% of its overall portfolio holdings.
Number of Shares
621
Previous 621
-0.0%
Holding current value
$17,058
Previous $48,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio