Exeter Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Exeter Financial, LLC
- $222 Million
- Q3 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 54,107 shares of SCHD stock, worth $1.57 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
54,107
Previous 53,850
0.48%
Holding current value
$1.57 Million
Previous $4.19 Million
9.22%
% of portfolio
2.06%
Previous 2.03%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio