Ballast Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ballast Advisors LLC holds 1,187 shares of SCHD stock, worth $100,325. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,187
Previous 1,187
-0.0%
Holding current value
$100,325
Previous $95,000
3.16%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio