Concord Asset Management, Llc/Va Schwab Strategic Tr Us Dividen Transaction History
Concord Asset Management, Llc/Va
- $455 Billion
- Q4 2024
A detailed history of Concord Asset Management, Llc/Va transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 111,322 shares of SCHD stock, worth $3.12 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
111,322
Previous 30,437
265.75%
Holding current value
$3.12 Million
Previous $2.57 Billion
18.21%
% of portfolio
0.67%
Previous 0.58%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall 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$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio