Carlton Hofferkamp & Jenks Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 10,709 shares of SCHD stock, worth $892,595. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,709
Previous 10,539
1.61%
Holding current value
$892,595
Previous $849,000
2.0%
% of portfolio
0.34%
Previous 0.36%
Shares
20 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