Integrated Investment Consultants, LLC Schwab Strategic Tr Us Dividen Transaction History
Integrated Investment Consultants, LLC
- $343 Million
- Q2 2024
A detailed history of Integrated Investment Consultants, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Integrated Investment Consultants, LLC holds 179,512 shares of SCHD stock, worth $14.8 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
179,512
Previous 179,512
-0.0%
Holding current value
$14.8 Million
Previous $14.5 Million
3.57%
% of portfolio
4.07%
Previous 4.24%
Shares
17 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$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio