Investment Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History
Investment Advisory Services Inc
- $272 Million
- Q2 2024
A detailed history of Investment Advisory Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Services Inc holds 159,283 shares of SCHD stock, worth $13.5 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
159,283
Previous 158,433
0.54%
Holding current value
$13.5 Million
Previous $12.8 Million
3.05%
% of portfolio
4.56%
Previous 4.69%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio