High Tower Trust Services, Lta Schwab Strategic Tr Us Dividen Transaction History
High Tower Trust Services, Lta
- $1.07 Billion
- Q1 2023
A detailed history of High Tower Trust Services, Lta transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, High Tower Trust Services, Lta holds 59,515 shares of SCHD stock, worth $1.67 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
59,515
Previous 56,368
5.58%
Holding current value
$1.67 Million
Previous $4.26 Million
2.25%
% of portfolio
0.41%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall 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