Hallmark Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
Hallmark Capital Management Inc
- $1.32 Billion
- Q1 2024
A detailed history of Hallmark Capital Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hallmark Capital Management Inc holds 9,081 shares of SCHD stock, worth $700,871. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,081
Previous 9,866
7.96%
Holding current value
$700,871
Previous $751,000
2.53%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio