Carret Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Carret Asset Management, LLC
- $843 Million
- Q2 2024
A detailed history of Carret Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Carret Asset Management, LLC holds 5,462 shares of SCHD stock, worth $462,358. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,462
Previous 4,762
14.7%
Holding current value
$462,358
Previous $383,000
10.7%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio