Clark Financial Services Group Inc Schwab Strategic Tr Us Dividen Transaction History
Clark Financial Services Group Inc
- $131 Million
- Q4 2024
A detailed history of Clark Financial Services Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clark Financial Services Group Inc holds 131,042 shares of SCHD stock, worth $3.38 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
131,042
Previous 44,271
196.0%
Holding current value
$3.38 Million
Previous $3.74 Million
4.33%
% of portfolio
2.74%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio