Allied Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Allied Investment Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Allied Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 477,398 shares of SCHD stock, worth $13.5 Million. This represents 7.99% of its overall portfolio holdings.
Number of Shares
477,398
Previous 2,623
18100.46%
Holding current value
$13.5 Million
Previous $203,000
19778.82%
% of portfolio
7.99%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio