Buckingham Strategic Partners Schwab Strategic Tr Us Dividen Transaction History
Buckingham Strategic Partners
- $4.37 Billion
- Q3 2024
A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Buckingham Strategic Partners holds 130,274 shares of SCHD stock, worth $3.63 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
130,274
Previous 124,391
4.73%
Holding current value
$3.63 Million
Previous $9.67 Million
13.85%
% of portfolio
0.25%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio