Fieldpoint Private Securities, LLC Schwab Strategic Tr Us Dividen Transaction History
Fieldpoint Private Securities, LLC
- $344 Million
- Q2 2022
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
280MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$314 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio