Continuum Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Continuum Advisory, LLC
- $680 Million
- Q2 2024
A detailed history of Continuum Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Continuum Advisory, LLC holds 76,855 shares of SCHD stock, worth $6.48 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
76,855
Previous 76,591
0.34%
Holding current value
$6.48 Million
Previous $6.18 Million
3.22%
% of portfolio
0.88%
Previous 0.94%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio