Dowling & Yahnke LLC Schwab Strategic Tr Us Dividen Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dowling & Yahnke LLC holds 4,267 shares of SCHD stock, worth $122,164. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,267
Previous 4,267
-0.0%
Holding current value
$122,164
Previous $306,000
7.52%
% of portfolio
0.13%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio