D.A. Davidson & Co. Schwab Strategic Tr Us Dividen Transaction History
D.A. Davidson & Co.
- $11.2 Billion
- Q2 2024
A detailed history of D.A. Davidson & Co. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, D.A. Davidson & Co. holds 1,075,393 shares of SCHD stock, worth $90.6 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
1,075,393
Previous 1,052,552
2.17%
Holding current value
$90.6 Million
Previous $84.9 Million
1.47%
% of portfolio
0.75%
Previous 0.77%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio