Avalon Trust CO Schwab Strategic Tr Us Dividen Transaction History
Avalon Trust CO
- $1.41 Trillion
- Q4 2024
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 $95,931. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,420
Previous 1,140
200.0%
Holding current value
$95,931
Previous $96.4 Million
3.04%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio