Builder Investment Group Inc /Adv Schwab Strategic Tr Us Dividen Transaction History
Builder Investment Group Inc /Adv
- $367 Billion
- Q2 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 8,644 shares of SCHD stock, worth $720,477. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,644
Previous 8,550
1.1%
Holding current value
$720,477
Previous $689 Million
2.5%
% of portfolio
0.18%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio