Ferguson Wellman Capital Management, Inc Schwab Strategic Tr Us Dividen Transaction History
Ferguson Wellman Capital Management, Inc
- $5.07 Billion
- Q4 2024
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 12,265 shares of SCHD stock, worth $343,787. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,265
Previous 4,185
193.07%
Holding current value
$343,787
Previous $353,000
5.1%
% of portfolio
0.01%
Previous 0.01%
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$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio