Hutchens & Kramer Investment Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Hutchens & Kramer Investment Management Group, LLC
- $171 Million
- Q2 2024
A detailed history of Hutchens & Kramer Investment Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hutchens & Kramer Investment Management Group, LLC holds 3,468 shares of SCHD stock, worth $289,578. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$289,578
Previous $279,000
3.58%
% of portfolio
0.16%
Previous 0.17%
Shares
2 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$934 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$849 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$774 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$746 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$691 Million4.66% of portfolio