Broadleaf Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Broadleaf Partners, LLC
- $401 Million
- Q2 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 52,452 shares of SCHD stock, worth $4.37 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
52,452
Previous 51,675
1.5%
Holding current value
$4.37 Million
Previous $4.17 Million
2.11%
% of portfolio
1.02%
Previous 1.08%
Shares
29 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$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio