Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History
Ehrlich Financial Group
- $127 Billion
- Q2 2024
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ehrlich Financial Group holds 14,611 shares of SCHD stock, worth $1.21 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
14,611
Previous 24,587
40.57%
Holding current value
$1.21 Million
Previous $1.98 Billion
42.69%
% of portfolio
0.9%
Previous 1.67%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio