Beckerman Institutional, LLC Schwab Strategic Tr Us Dividen Transaction History
Beckerman Institutional, LLC
- $125 Million
- Q4 2024
A detailed history of Beckerman Institutional, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beckerman Institutional, LLC holds 100,068 shares of SCHD stock, worth $2.86 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
100,068
Previous 31,517
217.5%
Holding current value
$2.86 Million
Previous $2.66 Million
2.63%
% of portfolio
2.19%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio