Grey Street Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Grey Street Capital, LLC
- $210 Billion
- Q4 2023
A detailed history of Grey Street Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grey Street Capital, LLC holds 13,599 shares of SCHD stock, worth $1.09 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
13,599
Previous 13,463
1.01%
Holding current value
$1.09 Million
Previous $953 Million
8.68%
% of portfolio
0.49%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio