Consolidated Portfolio Review Corp Schwab Strategic Tr Us Dividen Transaction History
Consolidated Portfolio Review Corp
- $381 Billion
- Q1 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 32,808 shares of SCHD stock, worth $2.66 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
32,808
Previous 31,825
3.09%
Holding current value
$2.66 Million
Previous $2.42 Billion
9.18%
% of portfolio
0.69%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio