Integral Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Integral Investment Advisors, Inc.
- $362 Million
- Q3 2024
A detailed history of Integral Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Integral Investment Advisors, Inc. holds 102,764 shares of SCHD stock, worth $2.86 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
102,764
Previous 95,945
7.11%
Holding current value
$2.86 Million
Previous $7.46 Million
16.43%
% of portfolio
2.4%
Previous 2.79%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio