Agate Pass Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Agate Pass Investment Management, LLC
- $183 Million
- Q2 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 26,563 shares of SCHD stock, worth $2.24 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
26,563
Previous 26,058
1.94%
Holding current value
$2.24 Million
Previous $2.1 Million
1.71%
% of portfolio
1.13%
Previous 1.16%
Shares
11 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio