Financial Designs Corp Schwab Strategic Tr Us Dividen Transaction History
Financial Designs Corp
- $152 Billion
- Q4 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 115,249 shares of SCHD stock, worth $3.18 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
115,249
Previous 40,042
187.82%
Holding current value
$3.18 Million
Previous $3.38 Billion
6.98%
% of portfolio
2.07%
Previous 2.18%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio