Bay Colony Advisory Group, Inc D Schwab Strategic Tr Us Dividen Transaction History
Bay Colony Advisory Group, Inc D
- $634 Million
- Q3 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 18,160 shares of SCHD stock, worth $505,392. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,160
Previous 16,182
12.22%
Holding current value
$505,392
Previous $1.26 Million
22.02%
% of portfolio
0.24%
Previous 0.22%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio