American Trust Schwab Strategic Tr Us Dividen Call Options Transaction History

American Trust

$1.09 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,639

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$843 Million
0.48% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.72M
Shares

$756 Million
1.08% of portfolio
Morgan Stanley New York, NY

9.15M
Shares

$711 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

7.78M
Shares

$605 Million
5.64% of portfolio
Bank Of America Corp Charlotte, NC

7.2M
Shares

$560 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Trust, based on Form 13F filings with the SEC.

News

Stay updated on American Trust with notifications on news.