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 $161,184. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,475
Previous 5,333
2.66%
Holding current value
$161,184
Previous $414,000
11.59%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$339 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$272 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$263 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio