Community Financial Services Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Community Financial Services Group, LLC
- $489 Billion
- Q3 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 41,044 shares of SCHD stock, worth $1.15 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
41,044
Previous 42,133
2.58%
Holding current value
$1.15 Million
Previous $3.28 Billion
5.9%
% of portfolio
0.71%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio