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 $113,374. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,267
Previous 4,267
-0.0%
Holding current value
$113,374
Previous $306,000
7.52%
% of portfolio
0.13%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio