Essex Savings Bank Schwab Strategic Tr Us Dividen Transaction History
Essex Savings Bank
- $398 Million
- Q4 2024
A detailed history of Essex Savings Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Essex Savings Bank holds 16,912 shares of SCHD stock, worth $470,660. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,912
Previous 5,177
226.68%
Holding current value
$470,660
Previous $437,000
5.72%
% of portfolio
0.12%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio