Cutler Investment Counsel LLC Schwab Strategic Tr Us Dividen Transaction History
Cutler Investment Counsel LLC
- $744 Million
- Q1 2024
A detailed history of Cutler Investment Counsel LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 50,668 shares of SCHD stock, worth $4.17 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
50,668
Previous 46,074
9.97%
Holding current value
$4.17 Million
Previous $3.51 Million
16.48%
% of portfolio
0.55%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
272MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$892 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$800 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$753 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$640 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$593 Million0.06% of portfolio