Fagan Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Fagan Associates, Inc.
- $556 Million
- Q2 2024
A detailed history of Fagan Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fagan Associates, Inc. holds 61,293 shares of SCHD stock, worth $5.19 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
61,293
Previous 61,680
0.63%
Holding current value
$5.19 Million
Previous $4.97 Million
4.16%
% of portfolio
0.86%
Previous 0.94%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio