Hallmark Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History
Hallmark Capital Management Inc
- $1.32 Billion
- Q3 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 15,482 shares of SCHD stock, worth $433,341. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,482
Previous 9,056
70.96%
Holding current value
$433,341
Previous $704,000
85.8%
% of portfolio
0.1%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio