Ballast, Inc. Schwab Strategic Tr Us Dividen Transaction History
Ballast, Inc.
- $350 Million
- Q4 2024
A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ballast, Inc. holds 14,415 shares of SCHD stock, worth $403,475. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,415
Previous 4,812
199.56%
Holding current value
$403,475
Previous $406,000
3.2%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio