Commonwealth Equity Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 4,281,892 shares of SCHD stock, worth $121 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
4,281,892
Previous 3,984,218
7.47%
Holding current value
$121 Million
Previous $310 Million
16.83%
% of portfolio
0.55%
Previous 0.49%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio