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 $1.42 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
48,862
Previous 40,676
20.12%
Holding current value
$1.42 Million
Previous $3.16 Million
30.61%
% of portfolio
1.11%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$336 Million0.45% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio