Berkeley, Inc Schwab Strategic Tr Us Dividen Transaction History
Berkeley, Inc
- $193 Billion
- Q4 2024
A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berkeley, Inc holds 174,825 shares of SCHD stock, worth $4.82 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
174,825
Previous 113,316
54.28%
Holding current value
$4.82 Million
Previous $9.58 Billion
50.14%
% of portfolio
2.47%
Previous 2.79%
Shares
34 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio