Cresset Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cresset Asset Management, LLC holds 5,513,275 shares of SCHD stock, worth $142 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
5,513,275
Previous 1,927,782
185.99%
Holding current value
$142 Million
Previous $163 Million
7.57%
% of portfolio
0.87%
Previous 0.64%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio