Avalon Investment & Advisory Schwab Strategic Tr Us Dividen Transaction History
Avalon Investment & Advisory
- $3.56 Billion
- Q1 2023
A detailed history of Avalon Investment & Advisory transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avalon Investment & Advisory holds 11,315 shares of SCHD stock, worth $290,456. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,315
Previous 11,315
-0.0%
Holding current value
$290,456
Previous $855,000
3.27%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio