Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Hazlett, Burt & Watson, Inc.
- $194 Million
- Q2 2024
A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 123,905 shares of SCHD stock, worth $10.5 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
123,905
Previous 122,802
0.9%
Holding current value
$10.5 Million
Previous $9.89 Million
2.65%
% of portfolio
4.96%
Previous 5.93%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio