Advisor Net Financial, Inc Schwab Strategic Tr Us Dividen Transaction History
Advisor Net Financial, Inc
- $1.05 Billion
- Q2 2024
A detailed history of Advisor Net Financial, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Net Financial, Inc holds 212,919 shares of SCHD stock, worth $17.6 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
212,919
Previous 194,620
9.4%
Holding current value
$17.6 Million
Previous $15.7 Million
5.51%
% of portfolio
1.57%
Previous 1.57%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio