Cottage Street Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Cottage Street Advisors LLC
- $166 Billion
- Q1 2024
A detailed history of Cottage Street Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cottage Street Advisors LLC holds 10,979 shares of SCHD stock, worth $850,323. This represents 0.53% of its overall portfolio holdings.
Number of Shares
10,979
Previous 10,289
6.71%
Holding current value
$850,323
Previous $783 Million
12.99%
% of portfolio
0.53%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio