Albion Financial Group Schwab Strategic Tr Us Dividen Transaction History
Albion Financial Group
- $1.32 Billion
- Q2 2024
A detailed history of Albion Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Albion Financial Group holds 113,025 shares of SCHD stock, worth $9.42 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
113,025
Previous 1,000
11202.5%
Holding current value
$9.42 Million
Previous $80,000
10885.0%
% of portfolio
0.67%
Previous 0.01%
Shares
7 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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio