Blue Chip Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History
Blue Chip Partners, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Blue Chip Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 8,142 shares of SCHD stock, worth $229,441. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,142
Previous 2,689
202.79%
Holding current value
$229,441
Previous $227,000
2.2%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,929Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio