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 $1.41 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,200
Previous 17,572
3.57%
Holding current value
$1.41 Million
Previous $1.34 Million
9.72%
% of portfolio
0.73%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio