Cwm, LLC Schwab Strategic Tr Us Dividen Transaction History
Cwm, LLC
- $21.2 Billion
- Q2 2024
A detailed history of Cwm, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cwm, LLC holds 1,123,463 shares of SCHD stock, worth $95 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
1,123,463
Previous 1,213,008
7.38%
Holding current value
$95 Million
Previous $97.8 Million
10.68%
% of portfolio
0.41%
Previous 0.48%
Shares
34 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio