Investment Partners Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Investment Partners Asset Management, Inc.
- $122 Billion
- Q3 2024
A detailed history of Investment Partners Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 8,158 shares of SCHD stock, worth $233,563. This represents 0.57% of its overall portfolio holdings.
Number of Shares
8,158
Previous 8,156
0.02%
Holding current value
$233,563
Previous $634 Million
8.73%
% of portfolio
0.57%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio