Cwm, LLC Schwab Strategic Tr Us Dividen Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
A detailed history of Cwm, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cwm, LLC holds 1,358,481 shares of SCHD stock, worth $38.5 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
1,358,481
Previous 1,123,463
20.92%
Holding current value
$38.5 Million
Previous $87.4 Million
31.45%
% of portfolio
0.49%
Previous 0.41%
Shares
35 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio