Asset Dedication, LLC Schwab Strategic Tr Us Dividen Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Asset Dedication, LLC holds 26,809 shares of SCHD stock, worth $753,600. This represents 0.15% of its overall portfolio holdings.
Number of Shares
26,809
Previous 24,147
11.02%
Holding current value
$753,600
Previous $1.88 Million
20.72%
% of portfolio
0.15%
Previous 0.13%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio