Baldwin Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Baldwin Investment Management, LLC
- $365 Million
- Q4 2024
A detailed history of Baldwin Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 27,193 shares of SCHD stock, worth $773,912. This represents 0.2% of its overall portfolio holdings.
Number of Shares
27,193
Previous 15,031
80.91%
Holding current value
$773,912
Previous $1.27 Million
41.57%
% of portfolio
0.2%
Previous 0.33%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio