Hamel Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hamel Associates, Inc.
- $315 Million
- Q2 2024
A detailed history of Hamel Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hamel Associates, Inc. holds 40,447 shares of SCHD stock, worth $3.34 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
40,447
Previous 37,046
9.18%
Holding current value
$3.34 Million
Previous $2.99 Million
5.29%
% of portfolio
1.0%
Previous 0.96%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,656Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$923 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$840 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$765 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$738 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$683 Million4.66% of portfolio