Allworth Financial LP Schwab Strategic Tr Us Dividen Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 2024
A detailed history of Allworth Financial LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Allworth Financial LP holds 549,437 shares of SCHD stock, worth $45.4 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
549,437
Previous 195,023
181.73%
Holding current value
$45.4 Million
Previous $15.7 Million
171.71%
% of portfolio
0.28%
Previous 0.11%
Shares
24 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$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio