Crescent Grove Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Crescent Grove Advisors, LLC
- $934 Million
- Q3 2024
A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 3,572 shares of SCHD stock, worth $96,729. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,572
Previous 3,553
0.53%
Holding current value
$96,729
Previous $276,000
9.06%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio