Apriem Advisors Schwab Strategic Tr Us Dividen Transaction History
Apriem Advisors
- $855 Million
- Q4 2024
A detailed history of Apriem Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Apriem Advisors holds 282,139 shares of SCHD stock, worth $7.78 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
282,139
Previous 76,719
267.76%
Holding current value
$7.78 Million
Previous $6.49 Million
18.86%
% of portfolio
0.9%
Previous 0.76%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio