Derbend Asset Management Schwab Strategic Tr Us Dividen Transaction History
Derbend Asset Management
- $200 Million
- Q1 2024
A detailed history of Derbend Asset Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Derbend Asset Management holds 18,200 shares of SCHD stock, worth $506,505. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,200
Previous 17,572
3.57%
Holding current value
$506,505
Previous $1.34 Million
9.72%
% of portfolio
0.73%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
324MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio