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 $118,579. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,267
Previous 4,267
-0.0%
Holding current value
$118,579
Previous $306,000
7.52%
% of portfolio
0.13%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio