Exeter Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Exeter Financial, LLC
- $206 Million
- Q2 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 53,850 shares of SCHD stock, worth $4.54 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
53,850
Previous 53,319
1.0%
Holding current value
$4.54 Million
Previous $4.3 Million
2.61%
% of portfolio
2.03%
Previous 1.97%
Shares
9 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$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