Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,755,912 shares of SCHD stock, worth $164 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
5,755,912
Previous 1,855,674
210.18%
Holding current value
$164 Million
Previous $157 Million
0.25%
% of portfolio
4.3%
Previous 4.44%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio