Hbc Financial Services, Pllc Schwab Strategic Tr Us Dividen Transaction History
Hbc Financial Services, Pllc
- $157 Million
- Q2 2024
A detailed history of Hbc Financial Services, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hbc Financial Services, Pllc holds 1,754 shares of SCHD stock, worth $145,073. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,754
Previous 7,180
75.57%
Holding current value
$145,073
Previous $552,000
68.84%
% of portfolio
0.11%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio