Avalon Trust CO Schwab Strategic Tr Us Dividen Transaction History
Avalon Trust CO
- $1.26 Trillion
- Q1 2025
A detailed history of Avalon Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avalon Trust CO holds 3,420 shares of SCHD stock, worth $89,501. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,420
Previous 3,420
-0.0%
Holding current value
$89,501
Previous $93.4 Million
2.34%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio