Eagle Ridge Investment Management Schwab Strategic Tr Us Dividen Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
A detailed history of Eagle Ridge Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eagle Ridge Investment Management holds 112,330 shares of SCHD stock, worth $3.15 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
112,330
Previous 37,444
199.99%
Holding current value
$3.15 Million
Previous $3.17 Million
3.06%
% of portfolio
0.27%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio