Financial Consulate, Inc Schwab Strategic Tr Us Dividen Transaction History
Financial Consulate, Inc
- $360 Million
- Q4 2024
A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Consulate, Inc holds 776,613 shares of SCHD stock, worth $22.2 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
776,613
Previous 260,724
197.87%
Holding current value
$22.2 Million
Previous $22 Million
3.73%
% of portfolio
5.9%
Previous 6.16%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio