Ballentine Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Ballentine Partners, LLC
- $5.81 Billion
- Q4 2024
A detailed history of Ballentine Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ballentine Partners, LLC holds 10,563 shares of SCHD stock, worth $293,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,563Holding current value
$293,968% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio