First Wilshire Securities Management Inc Schwab Strategic Tr Us Dividen Transaction History
First Wilshire Securities Management Inc
- $368 Million
- Q4 2024
A detailed history of First Wilshire Securities Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 43,875 shares of SCHD stock, worth $1.23 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
43,875
Previous 14,625
200.0%
Holding current value
$1.23 Million
Previous $1.24 Million
2.99%
% of portfolio
0.33%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio