Grant Schwab Strategic Tr Us Dividen Transaction History
Grant
- $179 Million
- Q4 2024
A detailed history of Grant transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grant holds 18,426 shares of SCHD stock, worth $517,217. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,426
Previous 5,475
236.55%
Holding current value
$517,217
Previous $462,000
8.87%
% of portfolio
0.28%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio