First National Trust CO Schwab Strategic Tr Us Dividen Transaction History
First National Trust CO
- $2.41 Billion
- Q2 2024
A detailed history of First National Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First National Trust CO holds 14,822 shares of SCHD stock, worth $1.25 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,822
Previous 14,459
2.51%
Holding current value
$1.25 Million
Previous $1.17 Million
1.12%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio