Chb Investment Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Chb Investment Group, LLC
- $184 Million
- Q4 2024
A detailed history of Chb Investment Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chb Investment Group, LLC holds 94,728 shares of SCHD stock, worth $2.66 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
94,728
Previous 32,624
190.36%
Holding current value
$2.66 Million
Previous $2.76 Million
6.16%
% of portfolio
1.41%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,807Shares Held
399MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio