Broadleaf Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Broadleaf Partners, LLC
- $403 Million
- Q4 2024
A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Broadleaf Partners, LLC holds 169,188 shares of SCHD stock, worth $4.83 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
169,188
Previous 54,235
211.95%
Holding current value
$4.83 Million
Previous $4.58 Million
0.83%
% of portfolio
1.15%
Previous 1.12%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio