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 $673,566. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,087
Previous 9,208
183.31%
Holding current value
$673,566
Previous $778,000
8.48%
% of portfolio
0.04%
Previous 0.04%
Shares
24 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, SC36.3MShares$938 Million0.42% 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