Advisors Management Group Inc Schwab Strategic Tr Us Dividen Transaction History
Advisors Management Group Inc
- $400 Million
- Q2 2024
A detailed history of Advisors Management Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisors Management Group Inc holds 31,119 shares of SCHD stock, worth $2.63 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
31,119
Previous 30,422
2.29%
Holding current value
$2.63 Million
Previous $2.45 Million
1.35%
% of portfolio
0.6%
Previous 0.61%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio