Community Financial Services Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Community Financial Services Group, LLC
- $439 Billion
- Q1 2024
A detailed history of Community Financial Services Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Community Financial Services Group, LLC holds 41,094 shares of SCHD stock, worth $3.2 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
41,094Holding current value
$3.2 Million% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio