Adviser Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adviser Investments LLC holds 45,557 shares of SCHD stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
45,557
Previous 14,388
216.63%
Holding current value
$1.28 Million
Previous $1.22 Million
2.3%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,943Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio