Bridge Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Bridge Advisory, LLC
- $201 Million
- Q2 2024
A detailed history of Bridge Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridge Advisory, LLC holds 17,833 shares of SCHD stock, worth $1.47 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
17,833
Previous 17,877
0.25%
Holding current value
$1.47 Million
Previous $1.44 Million
3.82%
% of portfolio
0.69%
Previous 0.72%
Shares
9 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