Disciplined Equity Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Disciplined Equity Management, Inc.
- $158 Million
- Q3 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 1,499 shares of SCHD stock, worth $41,687. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,499
Previous 1,499
-0.0%
Holding current value
$41,687
Previous $116,000
8.62%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% 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$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio