Cynosure Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Cynosure Management, LLC
- $615 Million
- Q2 2024
A detailed history of Cynosure Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cynosure Management, LLC holds 43,024 shares of SCHD stock, worth $1.25 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
43,024
Previous 45,413
5.26%
Holding current value
$1.25 Million
Previous $3.66 Million
8.63%
% of portfolio
0.54%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio