Coston, Mc Isaac & Partners Schwab Strategic Tr Us Dividen Transaction History
Coston, Mc Isaac & Partners
- $293 Million
- Q2 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 8,461 shares of SCHD stock, worth $224,808. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,461
Previous 8,086
4.64%
Holding current value
$224,808
Previous $226,000
0.88%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio