Hutchens & Kramer Investment Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Hutchens & Kramer Investment Management Group, LLC
- $162 Million
- Q3 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 4,210 shares of SCHD stock, worth $117,837. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,210
Previous 3,468
21.4%
Holding current value
$117,837
Previous $269,000
31.97%
% of portfolio
0.22%
Previous 0.16%
Shares
3 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