Hoyle Cohen, LLC Schwab Strategic Tr Us Dividen Transaction History
Hoyle Cohen, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Hoyle Cohen, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hoyle Cohen, LLC holds 60,081 shares of SCHD stock, worth $1.65 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
60,081
Previous 60,369
0.48%
Holding current value
$1.65 Million
Previous $4.87 Million
4.03%
% of portfolio
0.36%
Previous 0.37%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio