Clean Yield Group Schwab Strategic Tr Us Dividen Transaction History
Clean Yield Group
- $296 Million
- Q3 2024
A detailed history of Clean Yield Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clean Yield Group holds 566 shares of SCHD stock, worth $16,204. This represents 0.02% of its overall portfolio holdings.
Number of Shares
566
Previous 566
-0.0%
Holding current value
$16,204
Previous $44,000
6.82%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio