Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History
Brown, Lisle/Cummings, Inc.
- $345 Billion
- Q1 2025
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 7,935 shares of SCHD stock, worth $204,881. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,935
Previous 7,935
-0.0%
Holding current value
$204,881
Previous $217 Million
2.34%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio