Cambridge Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History
Cambridge Advisors Inc.
- $416 Million
- Q1 2024
A detailed history of Cambridge Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cambridge Advisors Inc. holds 52,200 shares of SCHD stock, worth $4.06 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
52,200
Previous 56,158
7.05%
Holding current value
$4.06 Million
Previous $4.28 Million
1.57%
% of portfolio
1.01%
Previous 1.09%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio