Grant Schwab Strategic Tr Us Dividen Transaction History
Grant
- $201 Million
- Q3 2024
A detailed history of Grant transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grant holds 5,475 shares of SCHD stock, worth $159,322. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,475
Previous 5,333
2.66%
Holding current value
$159,322
Previous $414,000
11.59%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio