Elite Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History
Elite Financial, Inc.
- $189 Million
- Q1 2025
A detailed history of Elite Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elite Financial, Inc. holds 731,407 shares of SCHD stock, worth $18.9 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
731,407
Previous 824,871
11.33%
Holding current value
$18.9 Million
Previous $22.5 Million
9.25%
% of portfolio
10.81%
Previous 12.21%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
840MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio