Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Insight Advisors, LLC
- $372 Million
- Q3 2024
A detailed history of Insight Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Advisors, LLC holds 48,862 shares of SCHD stock, worth $1.43 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
48,862
Previous 40,676
20.12%
Holding current value
$1.43 Million
Previous $3.16 Million
30.61%
% of portfolio
1.11%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio