Horizon Investment Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Horizon Investment Services, LLC
- $212 Million
- Q2 2024
A detailed history of Horizon Investment Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Horizon Investment Services, LLC holds 7,826 shares of SCHD stock, worth $662,470. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,826
Previous 8,460
7.49%
Holding current value
$662,470
Previous $682,000
10.85%
% of portfolio
0.29%
Previous 0.34%
Shares
13 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$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio