Financial Designs Corp Schwab Strategic Tr Us Dividen Transaction History
Financial Designs Corp
- $155 Billion
- Q3 2024
A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Designs Corp holds 40,042 shares of SCHD stock, worth $1.1 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
40,042
Previous 41,243
2.91%
Holding current value
$1.1 Million
Previous $3.21 Billion
5.54%
% of portfolio
2.18%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$235 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio