Essex Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Essex Financial Services, Inc.
- $2.04 Billion
- Q2 2024
A detailed history of Essex Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Essex Financial Services, Inc. holds 22,977 shares of SCHD stock, worth $1.94 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,977
Previous 22,935
0.18%
Holding current value
$1.94 Million
Previous $1.78 Million
0.17%
% of portfolio
0.09%
Previous 0.09%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio