C M Bidwell & Associates LTD Schwab Strategic Tr Us Dividen Transaction History
C M Bidwell & Associates LTD
- $162 Million
- Q3 2024
A detailed history of C M Bidwell & Associates LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 11,505 shares of SCHD stock, worth $333,760. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,505
Previous 11,506
0.01%
Holding current value
$333,760
Previous $894,000
8.72%
% of portfolio
0.6%
Previous 0.6%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,743Shares Held
275MCall Options Held
1.78MPut Options Held
1.09M-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$268 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$259 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$247 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$215 Million0.05% of portfolio