Alley Investment Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Alley Investment Management Company, LLC
- $732 Million
- Q2 2024
A detailed history of Alley Investment Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 5,059 shares of SCHD stock, worth $427,637. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,059
Previous 4,985
1.48%
Holding current value
$427,637
Previous $401,000
2.0%
% of portfolio
0.05%
Previous 0.06%
Shares
10 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