Cardiff Park Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Cardiff Park Advisors, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 1,196 shares of SCHD stock, worth $100,774. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,196
Previous 891
34.23%
Holding current value
$100,774
Previous $71,000
30.99%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio