Commonwealth Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Commonwealth Financial Services, LLC
- $510 Billion
- Q4 2024
A detailed history of Commonwealth Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 9,616 shares of SCHD stock, worth $269,536. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,616
Previous 2,581
272.57%
Holding current value
$269,536
Previous $218 Million
20.48%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio