Ballast, Inc. Schwab Strategic Tr Us Dividen Transaction History
Ballast, Inc.
- $325 Million
- Q2 2024
A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ballast, Inc. holds 4,700 shares of SCHD stock, worth $391,745. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,700
Previous 4,700
-0.0%
Holding current value
$391,745
Previous $378,000
3.44%
% of portfolio
0.11%
Previous 0.12%
Shares
1 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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio