Csenge Advisory Group Schwab Strategic Tr Us Dividen Transaction History
Csenge Advisory Group
- $1.77 Billion
- Q1 2024
A detailed history of Csenge Advisory Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Csenge Advisory Group holds 184,195 shares of SCHD stock, worth $14.3 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
184,195
Previous 184,373
0.1%
Holding current value
$14.3 Million
Previous $14 Million
5.81%
% of portfolio
0.84%
Previous 0.88%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio