American Trust Schwab Strategic Tr Us Dividen Transaction History
American Trust
- $1.09 Billion
- Q1 2024
A detailed history of American Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Trust holds 241,348 shares of SCHD stock, worth $18.8 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
241,348
Previous 495,321
51.27%
Holding current value
$18.8 Million
Previous $37.7 Million
48.4%
% of portfolio
1.79%
Previous 2.81%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio