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 $521,066. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,200
Previous 17,572
3.57%
Holding current value
$521,066
Previous $1.34 Million
9.72%
% of portfolio
0.73%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio