Disciplined Investors, L.L.C. Schwab Strategic Tr Us Dividen Transaction History
Disciplined Investors, L.L.C.
- $104 Billion
- Q4 2024
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 39,121 shares of SCHD stock, worth $1.01 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
39,121Holding current value
$1.01 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,976Shares Held
845MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio