Berkshire Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Berkshire Asset Management LLC
- $2 Billion
- Q2 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berkshire Asset Management LLC holds 29,728 shares of SCHD stock, worth $2.46 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,728
Previous 29,412
1.07%
Holding current value
$2.46 Million
Previous $2.37 Million
2.53%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio