Ellis Investment Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Ellis Investment Partners, LLC
- $465 Million
- Q2 2024
A detailed history of Ellis Investment Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 6,313 shares of SCHD stock, worth $531,933. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,313
Previous 4,734
33.35%
Holding current value
$531,933
Previous $381,000
28.61%
% of portfolio
0.11%
Previous 0.08%
Shares
17 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio