Avalon Trust CO Schwab Strategic Tr Us Dividen Transaction History
Avalon Trust CO
- $1.37 Trillion
- Q2 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 $90,869. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,420
Previous 3,420
-0.0%
Holding current value
$90,869
Previous $95.6 Million
5.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio