Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brown, Lisle/Cummings, Inc.
- $307 Billion
- Q2 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 2,170 shares of SCHD stock, worth $176,008. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,170
Previous 20
10750.0%
Holding current value
$176,008
Previous $1.61 Million
10361.19%
% of portfolio
0.05%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio