Financial Insights, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Insights, Inc.
- $357 Million
- Q2 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 282,226 shares of SCHD stock, worth $23.9 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
282,226
Previous 279,023
1.15%
Holding current value
$23.9 Million
Previous $22.5 Million
2.45%
% of portfolio
6.15%
Previous 6.53%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio