Bok Financial Private Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 61,436 shares of SCHD stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
61,436
Previous 19,741
211.21%
Holding current value
$1.69 Million
Previous $1.67 Million
0.6%
% of portfolio
0.12%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
848MCall 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