Builder Investment Group Inc /Adv Schwab Strategic Tr Us Dividen Transaction History
Builder Investment Group Inc /Adv
- $372 Billion
- Q3 2024
A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 8,665 shares of SCHD stock, worth $252,151. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,665
Previous 8,644
0.24%
Holding current value
$252,151
Previous $672 Million
8.98%
% of portfolio
0.2%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio