Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Dhjj Financial Advisors, Ltd.
- $214 Million
- Q2 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 122,861 shares of SCHD stock, worth $10.4 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
122,861
Previous 119,561
2.76%
Holding current value
$10.4 Million
Previous $9.64 Million
0.9%
% of portfolio
4.47%
Previous 4.72%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio