Financial Insights, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Insights, Inc.
- $255 Million
- Q4 2024
A detailed history of Financial Insights, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Insights, Inc. holds 884,707 shares of SCHD stock, worth $25.2 Million. This represents 9.48% of its overall portfolio holdings.
Number of Shares
884,707
Previous 281,725
214.03%
Holding current value
$25.2 Million
Previous $23.8 Million
1.49%
% of portfolio
9.48%
Previous 7.86%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio