Diversified Enterprises, LLC Schwab Strategic Tr Us Dividen Transaction History
Diversified Enterprises, LLC
- $1.05 Trillion
- Q4 2024
A detailed history of Diversified Enterprises, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversified Enterprises, LLC holds 3,994,453 shares of SCHD stock, worth $113 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
3,994,453
Previous 1,209,629
230.22%
Holding current value
$113 Million
Previous $102 Billion
6.73%
% of portfolio
10.39%
Previous 11.22%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio