Byrne Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Byrne Asset Management LLC
- $116 Million
- Q2 2024
A detailed history of Byrne Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Byrne Asset Management LLC holds 1,827 shares of SCHD stock, worth $51,557. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,827
Previous 1,827
-0.0%
Holding current value
$51,557
Previous $147,000
3.4%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio