Curbstone Financial Management Corp Schwab Strategic Tr Us Dividen Transaction History
Curbstone Financial Management Corp
- $458 Million
- Q3 2024
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Curbstone Financial Management Corp holds 130,322 shares of SCHD stock, worth $11 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
130,322
Previous 124,772
4.45%
Holding current value
$11 Million
Previous $9.7 Million
13.54%
% of portfolio
2.41%
Previous 2.15%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio