Exeter Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Exeter Financial, LLC
- $215 Million
- Q4 2024
A detailed history of Exeter Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Exeter Financial, LLC holds 165,729 shares of SCHD stock, worth $4.58 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
165,729
Previous 54,107
206.3%
Holding current value
$4.58 Million
Previous $4.57 Million
1.01%
% of portfolio
2.1%
Previous 2.06%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio