Baker Avenue Asset Management, LP Schwab Strategic Tr Us Dividen Transaction History
Baker Avenue Asset Management, LP
- $3.56 Billion
- Q4 2024
A detailed history of Baker Avenue Asset Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Baker Avenue Asset Management, LP holds 20,862 shares of SCHD stock, worth $579,129. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,862
Previous 7,142
192.1%
Holding current value
$579,129
Previous $603,000
5.64%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio