Ellevest, Inc. Schwab Strategic Tr Us Dividen Transaction History
Ellevest, Inc.
- $1.72 Billion
- Q4 2024
A detailed history of Ellevest, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ellevest, Inc. holds 26,087 shares of SCHD stock, worth $742,436. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,087
Previous 9,208
183.31%
Holding current value
$742,436
Previous $778,000
8.48%
% of portfolio
0.04%
Previous 0.04%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio