Cary Street Partners Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Cary Street Partners Asset Management LLC
- $687 Million
- Q3 2024
A detailed history of Cary Street Partners Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cary Street Partners Asset Management LLC holds 41,124 shares of SCHD stock, worth $1.13 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
41,124
Previous 37,398
9.96%
Holding current value
$1.13 Million
Previous $2.91 Million
19.53%
% of portfolio
0.51%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio