Greenleaf Trust Schwab Strategic Tr Us Dividen Transaction History
Greenleaf Trust
- $11.2 Billion
- Q3 2024
A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Greenleaf Trust holds 3,956 shares of SCHD stock, worth $113,260. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,956
Previous 3,351
18.05%
Holding current value
$113,260
Previous $260,000
28.46%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio