Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brown, Lisle/Cummings, Inc.
- $329 Billion
- Q3 2024
A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 2,545 shares of SCHD stock, worth $74,695. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,545
Previous 2,170
17.28%
Holding current value
$74,695
Previous $169 Million
27.49%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio